logo

Onboarding your customer (Individual or Entity) one-on-one in advance

Add Your Customer Profiles

Image without caption

Entity Profile

  1. Select the “Entity” profile to enter the creation page.
    1. Image without caption
  1. Fill in the required information and submit.
    1. Image without caption
  1. The newly added profile can be viewed and clicked in the list.
    1. Image without caption
  1. Click “check” to view the customer profile details.
    1. Image without caption

Personal Profile

-Not yet available.