Overview

how to use this document this document should be used as a reference for integrating the signzy apis and enabling the onboarding application it will help you with detailed information about each endpoint basic information of service the purpose of the application is to onboard investors with basic verification of proof of address (poa), proof of identity (poi), bank account verification, video verification, and fatca with signature and contract basic flow of investor onboarding in investor onboarding the term "investor" refers to the person who will be onboarded to the investor onboarding platform if you have used signzy's entity onboarding service then you might be noted that the term "merchant" used in api is nothing but an "investor" only step 1 create a new investor this api is used to create investors who are to be onboarded step 2 initiate investor onboarding you can initiate onboarding in two ways, one by sending the investor email along with credentials you can also use it to open an iframe within your application for the user to onboard without leaving your app step 3 investor completes onboarding during this step, an investor onboards through signzy’s simple video kyc flow using his/her id documents, bank account, video verification, and fatca with signature and contract step 4 getting back the results you can do this in two ways one, by using the “pullmerchants” api, you can fetch each investor's onboarding results using merchantid the second api, “pullmerchants” allows you to pull the entire results of investors who have been onboarded getting help please feel free to contact us if you have any questions, require clarification, or have ideas for how to make the documents or any of our services better you can reach out to us at help\@signzy com