Video Guide · Onboarding
Onboard a client. Under a minute.
No forms, no printing, no follow up calls. Here is the whole flow, start to finish.
Steps in this video
From a new lead to an active NSE account, all from the client page.
1
Add the lead
From Clients, tap Add Lead and enter the new client.
2
Open the client, then Manage
Onboarding starts from the client page.
3
Check eKYC and exchange status
See whether KYC is done and where the exchange account stands.
4
Pick the tax status
Choose the tax status that applies to the client.
5
Check details, Save and Next
Review each section, save it and move on.
6
The client confirms
NSE emails the client. They confirm from the email and the account is active.