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Overview

Accounts represent customer entities, linking to users, transactions and the underlying multi-currency bank accounts. API credentials and users can link to multiple accounts. Successfully onboarding an account with Hubpay requires completing a sequence of API requests, as outlined below.

Onboarding process​

Step 1: Create the account​

The first step is to create the customer account by providing some key details. On successful creation, the response will include an 'id' for the account which will be required in subsequent steps of the onboarding process.

See the Create account page for further details.

Step 2: Update business profile​

Complete the business profile for the account. This provides additional details about the business that are required to successfully complete the onboarding process.

See the Update business profile page for further details.

Step 3: Upload business documents​

After creating the account and updating the business profile, one or more business-related documents must now be provided. To understand what documents are required, submit a request to the Get Document Requirements API.

See the Business document requirements page for further details.

Add details of Shareholders, Directors and Authorised Signatories.

See the Related persons page for further details.

Step 5: Confirm submission​

The final step is to confirm submission of the account for onboarding. Submit the Confirm Submission request to signal to Hubpay that all the necessary details and documentation have been captured and uploaded.

See the Confirm submission page for further details.