Step 1: Schedule an Intro Call with our Sales Team
Email email@example.com to setup a call.
Step 2: Review your Quote
Following your intro call, we'll confirm the following:
- Flow of Funds
- CIP ("Customer Identification Program")
Step 3: Execute an Agreement & Setup Billing
When you are ready to start integrating, execute a Third Party Platform Agreement, setup an account & send us your Node ID for billing.
Step 4: Get started with an Integration Engineer
Kick off development with an intro call with one of our integration engineers. View other resources for getting started
Please direct questions to firstname.lastname@example.org or our slack channel (for Premium customers).
Step 5: Schedule a Code Review
Schedule a code review before going live. Prepare for the code review with this checklist.
Step 6: Receive Production Keys
Step 7: Schedule a Compliance Review
When you are ready for a compliance review, schedule a call with a member of our compliance team to review security & compliance within your integration.