FAQ

Account, security, and verification

What onboarding information is required for the non-profit organization (NPO)
Published on Oct 13, 2023Updated on Aug 11, 20267
What onboarding information is required for a fund?
Published on Oct 13, 2023Updated on Aug 11, 20265
What onboarding information is required for a privately owned company?
Published on Oct 13, 2023Updated on Aug 11, 20264
What onboarding information is required for a privately owned financial institution?
Published on Oct 13, 2023Updated on Aug 11, 20268
How do I know what my institution type is?
Published on Oct 13, 2023Updated on Aug 11, 20264
Disabling cloud sync on your authenticator app
Published on May 12, 2023Updated on Aug 5, 20265

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