6 docs tagged with "Onboarding"

Onboard a business account holder for fleet card programs using the direct API or tokenized flow, with optional fuel tax exemption.

Onboard US Business and US Person account holders, open card product applications, and issue financial accounts with KYC, KYB, and OFAC verification.

Onboard authorized users with tokenization and issue cards from primary or dedicated financial accounts. Configure spend rules per authorized user.

Create authorized users for commercial card products with separate financial accounts and categorized spending. This is the deprecated v1 model.

Collect identity verification documents from account holders when applications are under manual review. Supports PDF, PNG, and JPG uploads.

Collect additional identity verification documents from account holders outside of the application review process using the Document Upload SDK or the Highnote API.