FAQ

Account, security, and verification

What onboarding information is required for the non-profit organization (NPO)?
Published on Oct 13, 2023Updated on Sep 27, 202568
What onboarding information is required for a Publicly Traded Company?
Published on Oct 13, 2023Updated on Sep 27, 202576
What onboarding information is required for a family office?
Published on Oct 13, 2023Updated on Sep 27, 202564
How do I know what my institution type is?
Published on Oct 13, 2023Updated on Sep 27, 2025126
What onboarding information is required for a Trust?
Published on Oct 13, 2023Updated on Sep 27, 2025110
How do I verify an individual account from Mexico?
Published on Sep 25, 2023Updated on Dec 30, 2025145
How do I reset Two-factor authentication (2FA)?
Published on Sep 15, 2023Updated on Jan 9, 20265,977
How do I reset my Two-factor authentication (2FA)?
Published on Sep 15, 2023Updated on Oct 15, 202513
How do I change my phone number?
Published on Sep 7, 2023Updated on Nov 3, 2025
How do I change my email?
Published on Sep 6, 2023Updated on Nov 17, 20253,931
How do I update my email?
Published on Sep 6, 2023Updated on Oct 15, 20251
How do I authorize a new device when I log in?
Published on Aug 31, 2023Updated on Oct 9, 202513,419
How do I link an authenticator app?
Published on Aug 29, 2023Updated on Sep 8, 202515,546
What is sub-account?
Published on Aug 22, 2023Updated on Dec 29, 20251,784
Why is my account frozen and how do I unfreeze it?
Published on Aug 22, 2023Updated on Jan 15, 202623,139

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