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The Onboarding components are only compatible with legal entities created with v3 or v4 of the Legal Entity Management API.
The Transfer Instrument components enable bank account management within a portal's user interface (UI) with minimal engineering effort. These components integrate all the features required to add, verify, and manage bank accounts without making multiple API requests. This removes the need to implement complex logic for instant verification permissions or document upload workflows, as the components handle these background processes automatically.
We recommend using the Transfer Instrument components in your API-only onboarding flow to reduce engineering efforts and speed up implementation. It is important to note that the Transfer Instrument components only cover functionality related to transfer instruments, and you still need to implement API calls for other parts of your API-only onboarding flow.
This page provides guidance on:
- The available Transfer Instrument components, which include the Transfer Instrument Configuration component and the Transfer Instrument Management component.
- A standard user flow that these components cover.
- Functionalities such as adding bank accounts, instant verification via permissions, document uploads, and managing existing account lists.
The guidance and features available may differ based on the library version in use. We recommend using the latest library version to take advantage of the newest features and improvements.
Ensure you select a version in the next section before starting your integration.