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
        • V2
          • Get statement by account entity Id
          • Download statement by account entity Id
        • Get Statement
        • Download 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
      • Find Transfers
    • 📩 Webhooks / Push Notifications
      • Add a New Client Configuration
      • Update Client Configuration Current Mode
      • Get Client Configuration
    • 📲 Remittance
      • Initiate Remittance
      • Get Remittance
    • Schemas
      • Sample Schemas
        • Pet
        • Category
        • Tag
      • Schemas
        • BeneficiaryOutput
        • BeneficiaryOutputArray
        • AccountsByOutput
        • SubClientApprovalInput
        • NewAccountOutput
        • NewAccountOutput Copy
        • LoginRequest
        • AccountInput
        • Bank
        • TransactionInflowInput
        • RemittanceResponse
        • TransactionHistoryDataOutput
        • FailedLoginAttemptResponse
        • ApprovalRequestOutputData
        • BankBranch
        • TransactionInflowOutput
        • RemittanceRequest
        • ClientLoginRequest
        • BeneficiaryInput
        • PaginatedBankResponse
        • AccountOutput
        • RefreshTokenRequest
        • ClientApprovalWorkflow
        • BulkTransferRequest
        • ErrorOutput
        • ReverifyMfaRequest
        • ClientConfigInput
        • BulkTransferResponse
        • LinkedAccountInput
        • verifyMfaRequest
        • CurrencyPartnerMappingInput
        • NameEnquiryQuery
        • ClientOutput
        • MFASetupRequest
        • DocumentOutputData
        • NameEnquiryResponse
        • UpdateAccountInput
        • resetMFARequest
        • ErrorOutputData
        • PaymentTypeMethodResponse
        • DisableAccountInput
        • RequestMFAResetRequest
        • CreatePartnerInput
        • PurposeCode
        • AccountBalanceOutput
        • ResetMFAByAdministratorRequest
        • PartnerClientMappingInput
        • ResponseBase
        • ConsolidatedAccountBalancesOutput
        • ForgotPasswordRequest
        • CreateProductSubscriptionInput
        • CreateRiskRuleDTO
        • ConsolidatedAccountOutput
        • ResetPasswordRequest
        • CreateProfileInput
        • UpdateRiskRuleDTO
        • ValidateSourceAccountOutput
        • ChangePasswordRequest
        • CreateShareHolderInput
        • RuleFilters
        • AccountOutputArray
        • UserReviewResponse
        • SubClientInput
        • RiskRule
        • IntermediaryBankInput
        • MbcReportOutput
        • User
        • RiskRuleResponse
        • BranchInformationInput
        • CreateUserRequest
        • RiskRulesResponse
        • ReviewApprovalRequest
        • SingleTransferRequest
        • BeneficiaryOutput
        • UserRolesUpdateReviewResponse
        • SingleTransferResponse
        • BeneficiaryOutputArray
        • UpdateUserRoleRequest
        • BeneficiaryDetails
        • UpdateBeneficiaryInput
        • UpdateUserRequest
        • IntermediaryBank
        • BeneficiaryLookUpInput
        • DeleteUserRequest
        • FeeConfiguredRequest
        • BeneficiaryLookUpOutput
        • EnableUserRequest
        • FeeConfiguredResponse
        • DisableUserRequest
        • PaymentMethodFieldMetadata
        • ClientPaymentCountries
        • DeleteRoleRequest
        • ReviewAlertRequest
        • TransferWorkFlowRequest
        • ShareholderDocumentOutputData
        • ClientBusinessStructure
        • UpdateUserPhoneNumberRequest
        • ConfigureClientScreeningOutput
        • TransactionAlert
        • ClientScreeningConfigOutput
        • ClientDocumentCheckList
        • ClientAutomatedScreeningInput
        • AssignUsersToRolesRequest
        • AlertResponse
        • ClientBusinessUser
        • UpdateRiskRatingInput
        • RemoveUsersFromRolesRequest
        • RiskReviewDecisionInput
        • AlertsResponse
        • ClientInput
        • UpdateUserClientRequest
        • PaginatedAlertResponse
        • ClientOutputData
        • UserClientsPendingApprovalResponse
        • AlertStatsResponse
        • UpdateClientInput
        • VerifyUserEmailRequest
        • Transaction
        • Client
        • TransactionFilter
        • ShareHolderOutputData
        • CreateClientRequest
        • PaginatedResponse
        • ShareHolderOutput
        • UpdateClientRequest
        • TransactionPerDay
        • ShareHolderOutputArray
        • ProductsToClientRequest
        • TransactionSummaryResponse
        • CreateMultipleShareHoldersInput
        • Role
        • UpdateShareHolderInput
        • Permission
        • TransactionMetrics
        • ClientOutputArray
        • GetPermissionResponse
        • ClientDocUploadInput
        • RolePermission
        • ClientDocUploadInputArray
        • CreateRoleRequest
        • UpdateRoleRequest
        • ClientConfigOutputData
        • RoleUpdatePermission
        • ClientConfigOutput
        • RoleUpdatePendingResponse
        • AssignPermissionsToRolesRequest
        • PartnerClientMappingOutputData
        • RemovePermissionsFromRolesRequest
        • PartnerClientMappingOutput
        • CreatePermissionRequest
        • PartnerClientMappingOutputArray
        • CreateBulkPermissionsRequest
        • UpdatePermissionRequest
        • PartnerOutputData
        • Product
        • PartnerOutput
        • UpdatePartnerInput
        • PartnerOutputArray
        • SetDefaultPartnerInput
        • partnerSetupData
        • CreateProductSubscriptionOutputData
        • ProductSubscriptionOutput
        • ProductSubscriptionOutputArray
        • CreateMultipleProfilesInput
        • ProfileOutputData
        • ProfileOutput
        • ProfileOutputArray
        • StatementOutput
        • UpdateSubClientInput
        • EntryOutput
        • SubClientOutputData
        • ApprovalRequestApprovalInput
        • ApprovalRequestOutput
        • ApprovalRequestOutputArray
        • DocumentOutput
        • DocumentOutputArray
        • SubClientOutput
        • SubClientOutputArray
        • SubClientDocUploadInput
        • SubClientRequiredDocsOutputData
        • SubClientRequiredDocsOutput

    👋 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#

    image.png
    Modified at 2025-04-03 17:54:32
    Previous
    Get Current User Info
    Next
    Create Subclient
    Built with