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    Account Opening
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      Account Opening

      5 Articles in this category
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      About Account Opening

      In June 2023, we launched a newly designed Consumer Account Opening platform that makes it even more seamless for your users to open an account online. For instructions on the new flow, go to Enhanced Consumer Account Opening for New...

      About Minor Applicants

      A minor applicant is an applicant who is below 18 years of age and above the minimum age set by your institution via the Admin Platform, under Institution Settings > Minimum Applicant Age  (the default is 13).  Your institution can require app...

      About Funding

      Our Digital Account Opening product supports funding of new accounts via a debit/credit card or Automated Clearing House (ACH) transfer. This category describes the applicant funding flow during account opening, as well as funding limits and holds. ...

      About Identity Decisioning

      Identity decisioning is the process of determining if a consumer or business is authentic in financial onboarding or transaction monitoring. Alloy is a global identity decisioning platform that helps financial institutions and FinTech companies au...

      Consumer Account Opening

      5 Articles in this category

      Business Account Opening

      2 Articles in this category

      Staff-Led Account Opening

      5 Articles in this category

      End-user Communications

      The end-user communications sent to account opening applicants consist of four default emails: Approved – We send this email upon successful opening of the account on the core. This applicant passed identity verification, successfully funded the...

      Product-Specific Links

      Product-specific links allow you to provide your applicants with a custom Account Opening URL that opens to specific products pre-selected on the application under "Your selection." This is done by adding product IDs to the end of your institution's...

      URL Parameters

      URL parameters (or query strings) are a way to structure additional information for a Uniform Resource Locator (URL). Parameters are added to the end of a URL after a question mark ? symbol and can be used to track information about a click. Uniqu...
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