Welcome to
Investor Onboarding!
-
Send Consent Email to the Investor
Submit the details of the investor you would like to onboard to send the terms and conditions.
-
Investor Accepts Terms & Conditions
The investor will click the link received on the email and accept all terms and conditions.
-
Check for Consent Verification
Once the investor confirms that the terms and conditions has been accepted, verify the consent of the user.