Submit onboarding data for a company or sub-account, track review and RFI states, and wait for approval before enabling operational activity.
Onboarding data is required for both Atlas for Fintech & Atlas for Platform use cases. This includes - UBO Information for any UBO that owns 25%+ of a company.
Check your base URL
Each Verto service has its own host. Use the base URL shown in the endpoint definition on this page — do not reuse a host from another service.
Sandbox hosts end in
-sandbox.vertofx.com; the matching production host replacessandboxwithbeta. Sending a request to the wrong environment returns403.See URLs (Sandbox vs Production) for the full service-by-service list.
For a full guide on required information for each sub account, please refer to this reference guide: Atlas for Platform Required Information.
Ensure that for Atlas for Platforms both at least one shareholder with +25% and at least one director is added, a client can not be onboarded without provision of each of these.
A director is marked using the isControllingOfficer=true field. A director must have an email address for Atlas for Platform use cases, in order to recieve email to accept Terms and Conditions as final onboarding step.