Shares

Once you have successfully signed in to the platform (for guidance on signing in, check our article: <a href="https://support.shares.io/en/articles/235765-how-to-sign-in-to-the-shares-pro-platform">How to sign in to the Shares Pro platform?</a>), you can onboard your clients by following these simple steps:

Click the “+” Button: Locate and click the “+” button in the top left corner of the screen.

Enter Client’s Personal and Financial Details: Fill in the forms and click the “Next” button.

Complete the Client’s Investing Experience Questionnaire: Fill out the questionnaire on behalf of the client and click the “Next” button.

Upload Required Documents: Upload the client’s Proof of Identity and Proof of Address, and click “Submit.” <a href="https://support.shares.io/en/articles/235773-what-documents-are-accepted-as-client-s-proof-of-identity-and-proof-of-address">What documents are accepted as Proof of Identity and Proof of Address?</a>

Ask your Client to approve the account opening: As soon as you submit your client's details, they will receive an email prompting them to confirm the information you've provided.

Wait for us to review your client: Once your client has approved the account opening request, we’ll review their application. We’ll notify you when it’s done.

Create a Plan for your client: When we have approved your client’s account, you’ll be able to create Plans and request deposits from your client.

1. Click the “+” Button: Locate and click the “+” button in the top left corner of the screen.
2. Enter Client’s Personal and Financial Details: Fill in the forms and click the “Next” button.
3. Complete the Client’s Investing Experience Questionnaire: Fill out the questionnaire on behalf of the client and click the “Next” button.
4. Upload Required Documents: Upload the client’s Proof of Identity and Proof of Address, and click “Submit.” <a href="https://support.shares.io/en/articles/235773-what-documents-are-accepted-as-client-s-proof-of-identity-and-proof-of-address">What documents are accepted as Proof of Identity and Proof of Address?</a>
5. Ask your Client to approve the account opening: As soon as you submit your client's details, they will receive an email prompting them to confirm the information you've provided. 
6. Wait for us to review your client: Once your client has approved the account opening request, we’ll review their application. We’ll notify you when it’s done. 
7. Create a Plan for your client: When we have approved your client’s account, you’ll be able to create Plans and request deposits from your client.

In case of any issues, our Support Team is here to help. Please contact us at <a href="mailto:support-team-pro@shares.io" rel="nofollow noopener noreferrer" target="_blank">support-team-pro@shares.io</a>.