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Credix Onboarding
Maxim Piessen |
0 step |
2 minutes
IMPORTANT
1. You don't have a Solana-based wallet and USDC-SPL yet? Read our guide here: [https://docs.credix.finance/getting-started/wallets-and-custody](https://docs.credix.finance/getting-started/wallets-and-custody)
Any questions during the onboarding? Reach out to [email protected]
The onboarding is fully automated and consists of the following steps:
1. Using your wallet to log in into the platform
2. Perform KYC (individual) / KYB (entity) through Securitize
3. Perform (self) accreditation through Securitize
4. Start investing 🥳
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Navigate to [https://app.credix.finance/](https://app.credix.finance/)
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Click "Connect your wallet"
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You will be asked to connect your wallet. We also show more information about the message you'll have to sign to authenticate you in our system.
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Click "Phantom
Detected" - or any other Solana based wallet you prefer (we also support hardware wallets and wallet connect)
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Your wallet will open up and ask you to sign a message. Hit the approve button and you will be authenticated into the Credix platform. (it's similar to logging in with Gmail/Facebook, but instead we use a wallet - the web3 way)
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Click "Link Securitize account"
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Click "Sign up" if you don't have a Securitize account yet. If you do have an account, you can just log in.
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Enter your email, pick a password and set your country of residence.
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Click "Accept & Continue"
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Click "Accept & Continue"
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You will receive a confirmation email from Securitize.
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Click on the "Verify account" button in the email and then click "Allow" in the window that opens. This will link your Securitze account to the Credix platform.
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Your Securitize account is now linked to Credix 🎉
Next up, you will have to complete your KYC (for individuals) or KYB (for entities).
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Go back to app.credix.finance and click "Start identity verification"
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Complete the KYC/B flow on Securitize. Make sure you select "Entity" if you want to onboard as an entity.
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The KYC flow (individual) is most often completed in a few hours. KYB (entity) can take up to a few days. You can track your status on app.credix.finance
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Once your KYC/B is accepted, you will need to go through the accreditation flow. US-based investors need to provide documents to Securitize; non-US based investors will perform self-accreditation.
Click "Start accreditation"
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In case of self-accreditation, you can click "I am a Qualified Investor" (if you qualify)
In case of manual accreditation (US investors), Securitize will ask documents to proof your accreditation.
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