About onboarding
Learn about the different steps required to create an account with Equals Money.
How it works
To onboard a business or person, you need to provide us with their details using the /v2/onboarding endpoint. We'll then run these details through our Know Your Customer (KYC) process. If any further details are required, we'll be in touch. Once verification is complete, we'll activate the account and it'll be ready to use. We'll send you an AccountActivated webhook to confirm this. The webhook will include information such as your account ID and the account's settlement details.
info
We use the details you provide for risk and transaction monitoring, so it's important they're accurate. If you're unsure about anything, please contact your account manager.
The following diagram describes the different steps required to create an account with Equals Money. Click on the image to enlarge it.
