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September 16, 2025

Core Platform​

Introducing Live-Authorization for EU Applications​

Live-authorization is a digital alternative to paper-based Power of Attorney (POA) verification.

  • For EU applications, any applicant who is not a director must provide a POA signed by a director. If the director is based outside the EEA, this POA must be verified by an apostille.
  • Live-authorization is completely digital, requires no apostilization, and requires no manual review, accelerating the verification process.

Live-authorization is currently available for EU applications and will be expanded to other regions soon.
For more information, see Letter of Authorization.

Onboarding Guide Changes​

We have upgraded our onboarding guides for the US region to include the following:

  • Addition of optional documents such as Proof of Business and Ownership Chart to improve approval TATs. A Template for Ownership Chart has been added.
  • Improved guidance on key topics such as:
    • How to add positions
    • Expected documents for Proof of Business / Source of Wealth
    • New optional fields such as expectedAccountUsage and natureOfBusiness to avoid RFIs

For more information, see Onboarding.