🆕 Dashboard Add individual or Legal Entitiy Account

Overview

Quickly generate Online Onboarding links for any permitted combination of business activity and entity type—all from a single, streamlined dropdown in the Dashboard. Partners with multiple activity profiles can now create the right Onboarding Link directly on the Accounts page.

Key Features

• All-in-One Dropdown: Effortlessly choose from approved Activity Type & Entity Type pairings
• Smart Profile Flow: Onboarding steps adapt in real time to your selected options
• Built‑In Validation: Blocks unsupported or invalid combinations before you proceed
• Flexible Inputs: Activity Type defaults intelligently but remains editable prior to sending

How to access this feature

Note, only partners that have multiple activities will see the new Online Onboarding with multiple choices and names of each of their activities. However, partners with singular activities will not see any change to their Online Onboarding flow