Author: Livia Tay, MY
Last Updated: November 26, 2024
Client onboarding refers to the process of integrating a new client into the company's systems and ensuring they are set up to trade effectively and in compliance with regulations. This process involves several steps to familiarize the client with the company's services, tools, and policies while meeting the necessary legal and operational requirements.
To make things easier for everyone, let's go into the specifics!
TEAMS: (ENG) On-boarding Procedures Stoneinno CRM
Step-By-Step
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Document Preparation
All client have to prepare these documents in digital copy to ease the on-boarding registration process. Kindly refer to image 1.1.5.1b.a for detailed information.
1a. Proof of Identity (POI): National ID, active Passport Cover page or active Driving License.(Scanned or photo)
1b. Proof of Residency (POR): Bank Statements and Utility Bills
image 1.1.5.1b.a
- Click on ‘Create Account’
From the Client Portal (FXCRM), click onto create an account. Kindly refer to image 1.1.5.2a for more information.
image 1.1.5.2a -
Fill In Your Client Account Details
Please fill in columns that are required. Kindly refer to image 1.1.5.3a for more information.
Username: (Advisable to use email address.)
image 1.1.5.3a
- Fill In Your Personal Details
Please fill in columns that are required. Kindly refer to image 1.1.5.4a for more information.
image 1.1.5.4a -
Client-onboarding Completed
On boarding process completed and your application has been submitted. The verification application typically will be processed within 24 hours by our team.