Tenant Onboarding

This guide outlines the process for new tenants to register and complete the initial setup with FinHub’s Embedded Finance Platform.

Onboarding Process Overview

The tenant onboarding process involves several steps to establish your organization as a financial service provider on our platform:

To complete the tenant onboarding process, you’ll need to provide:

Business Registration Documents
- Certificate of Incorporation
- Business Registration Certificate
- Tax Identification Number
Compliance Documentation
- AML Policy
- KYC Procedures
- Risk Assessment Framework
Technical Contact Information
- Primary Technical Contact
- Security Officer Contact
- Operations Manager Contact

Schedule an initial consultation with our sales team to discuss your specific requirements and use cases.

Submit all required documentation through our secure portal or directly to your assigned account manager.

Our compliance team will review your documentation to ensure regulatory requirements are met.

Upon approval, we’ll create your tenant account in our system.

You’ll receive credentials to access our sandbox environment for development and testing.

After completing the onboarding process, proceed to the Sandbox Setup guide to begin your integration journey.