Click the “+” Button: Locate and click the “+” button in the top left corner of the screen, then choose “Business account” to start the account creation process.

Enter Client’s Company Details:

Enter Company’s Financial Details: Provide the company’s financial information.

Provide Representative’s Details: Enter the details of the company's legal representative.

Complete the Representative’s Investing Experience Questionnaire: Complete the questionnaire based on the company legal representative’s experience.

Add Legal Entity Identifier (LEI): Add the LEI of the company. In case the company does not have one yet, they can apply through this link: LEI Application.

Wait for the Representative to Approve the Account Opening: Once you’ve submitted the company’s details, the representative will receive an email to confirm the information you’ve provided and upload the required documents.
For guidance on the documents to prepare, you can send your clients this article: What do your Business Clients need to prepare to onboard on the Shares Pro Platform?

Wait for Us to Review Your Client’s Application:
After the representative has approved the account opening request, we’ll review the application and notify you once it’s done.

Create a Plan for Your Client: Once the account is approved, you’ll be able to create Plans and request deposits from your client.