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Manage hosted onboarding

Manage your hosted onboarding themes and assets

Here we explain how you can manage your hosted onboarding themes and assets in your Balance Platform Customer Area or by making API requests using the Legal Entity Management API.

View hosted onboarding themes

To view the themes in your platform:

  1. Log in to your Balance Platform Customer Area.
  2. Go to Hosted onboarding.
  3. Select a theme from the dropdown menu.

Update a hosted onboarding theme

To update a theme:

  1. Log in to your Balance Platform Customer Area.
  2. Go to Hosted onboarding.
  3. Select a theme from the dropdown menu.
  4. Make your changes and select Save.