Trigger a Terms & Conditions acceptance email to the nominated director of a PARTNER_REFERRED sub-account. This endpoint is used as part of the Atlas for Platform onboarding flow, after all KYB data and documents have been submitted and the sub-account has been compliance-approved by Verto.
Once a PARTNER_REFERRED sub-account (Atlas for Platforms) has been fully onboarded and approved by Verto's compliance team, the nominated director must accept Verto's Terms & Conditions before the sub-account can be activated. This endpoint triggers the T&C acceptance email to the director's email address submitted during onboarding.
If no director is added, this step will fail. Directors are mandatory with an email address for all Atlas for Platforms use cases (PARTNER_REFERRED)
The sub-account's linkedStatus will update from PENDING to ACCEPTED once the director completes the acceptance flow, at which point the sub-account is fully active and API operations can be performed on its behalf.
Prerequisites
- The sub-account must have a
companyStatusofAPPROVEDbefore calling this endpoint- At least one shareholder must have
isControllingOfficer: truewith a valid email address submitted via the onboarding data endpoint- This endpoint is only applicable to
PARTNER_REFERREDsub-accounts (Atlas for Platform). It is not required forSUB_CLIENT(Atlas for Fintech) accounts which are auto-approved on data submission and sanctions screening.