Multigate
    Multigate
    • 🚀 Getting Started
    • 🔓 Authentication
      • Get Token
      • Refresh Token
      • Logout User
      • Reset Password
      • Get Current User Info
    • 👋 Onboarding
      • Create Subclient
      • Get All Subclients
      • Get Subclient
      • Update Subclient
      • Create Subclient Shareholder
      • Get Subclient Shareholders
      • Update Subclient Shareholder
      • Upload Subclient Documents
      • Get Subclient Documents
      • Delete Subclient
      • Submit Subclient
    • 💰 Accounts
      • 📄 Statements
        • Get Statement
      • Create Virtual Account
      • Get Account
      • Get Accounts By
      • Get All Accounts
      • Simulate Inflow (UAT only)
    • 🔃 Conversions
      • Get Quote
      • Lock Rate
      • Get Trade
      • Get All Trades
    • 💸 Payments
      • 🏦 Banks
        • Get Bank Details
      • 👤 Beneficiaries
        • Create Beneficiary
        • Get All Beneficiaries
        • Get Beneficiary
        • Update Beneficiary
        • Validate Beneficiary Account (NGN only)
      • Create Single Transfer
      • Get Purpose Codes
      • Get Transfer Fields & Fees
      • Find Transfers
    • 📩 Webhooks / Push Notifications
      • Add a New Client Configuration
      • Update Client Configuration Current Mode
      • Get Client Configuration
    • 📲 Remittance
      • Initiate Remittance
      • Get Remittance

    👋 Onboarding

    How to onboard your customers#

    1
    Create subclient
    Firstly, you must profile your customer on our platform as a subclient using Create Subclient.
    2
    Add shareholders
    Next, add shareholder information using Create Subclient Shareholders.
    3
    Upload documents
    Upload the documents required to support customer verification via Upload Subclient Documents.
    4
    Submit
    Once everything's ready, submit your customer for approval using Submit Subclient.

    Subclient lifecycle#

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    Modified at 2025-04-03 17:54:32
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    Create Subclient
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