Institutional verification

How do I check the status of my institutional verification?

Published on Oct 10, 2024Updated on Oct 20, 20246

How do I fix errors when submitting my institutional verification?

Published on Oct 10, 2024Updated on Oct 20, 20249

How do I start onboarding as an institutional user?

Published on Oct 10, 2024Updated on Oct 20, 20244

What attestation do we need to agree to when verifying as an institutional customer?

Published on Feb 5, 2024Updated on Oct 2, 202484

How do I verify as a privately owned operating company?

Published on Oct 13, 2023Updated on Oct 12, 202479

How do I verify as a trust?

Published on Oct 13, 2023Updated on Oct 12, 202459

How do I verify as a non-profit?

Published on Oct 13, 2023Updated on Oct 12, 202437

Which proof of address (POA) is acceptable for institutional verification?

Published on Oct 13, 2023Updated on Oct 12, 2024102

How do I verify as a fund?

Published on Oct 13, 2023Updated on Oct 10, 202449

How do I verify as a government-owned enterprise?

Published on Oct 13, 2023Updated on Oct 9, 202428

How do I verify as a privately owned financial institution?

Published on Oct 13, 2023Updated on Oct 9, 202443

What's my company type and which documents should I prepare?

Published on Oct 13, 2023Updated on Oct 9, 202434

How do I verify as a private investment vehicle or family office?

Published on Oct 13, 2023Updated on Oct 9, 202427

How do I verify as a publicly traded company?

Published on Oct 13, 2023Updated on Oct 2, 202427

FAQ