FAQ

Account, security, and verification

What attestation do we need to agree to when verifying as an institutional customer?
Published on Feb 5, 2024Updated on Oct 8, 2025131
What onboarding information is required for the government-owned enterprise?
Published on Oct 13, 2023Updated on Mar 19, 202661
What onboarding information is required for the non-profit organization (NPO)?
Published on Oct 13, 2023Updated on Feb 12, 202671
What onboarding information is required for a family office?
Published on Oct 13, 2023Updated on Feb 12, 202668
What onboarding information is required for a Publicly Traded Company?
Published on Oct 13, 2023Updated on Feb 12, 202676
What onboarding information is required for a fund?
Published on Oct 13, 2023Updated on Feb 12, 2026115
What onboarding information is required for a privately owned company?
Published on Oct 13, 2023Updated on Feb 12, 2026277
What onboarding information is required for a Trust?
Published on Oct 13, 2023Updated on Feb 12, 2026113
How do I determine my company type and understand which documents I need to prepare?
Published on Oct 13, 2023Updated on Feb 12, 2026136
What onboarding information is required for a privately owned financial institution?
Published on Oct 13, 2023Updated on Sep 27, 2025138
How do I reset Two-factor authentication (2FA)?
Published on Sep 15, 2023Updated on Mar 28, 20266,168
How do I reset my Two-factor authentication (2FA)?
Published on Sep 15, 2023Updated on Oct 15, 202522
How do I change my phone number?
Published on Sep 7, 2023Updated on Nov 3, 20251
How do I change my email?
Published on Sep 6, 2023Updated on Feb 9, 20264,065
How do I update my email?
Published on Sep 6, 2023Updated on Oct 15, 20251

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