Once your entity verification has been approved you may proceed to create a profile for each individual and or corporate entity in “People and Business”:

  1. Ensure that IDs for each person or certificate of incorporation (or similar documents) for each corporate entity are scanned to your computer
  2. When you log in it takes you straight to the “Dashboard”
  3. Select “People and Business” (to the right)
  4. then “Add Person” (if the Beneficial Owner is a person), OR “Add Business” (if it is a business)
  5. Populate all information fields (nothing is optional – even if that is stated
  6. SAVE