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Investor Profile Onboarding
April 1, 2023

Investor Profile Onboarding

Image of Alex Grinman
Alex Grinman

Footprint now supports the standard brokerage profile questions required for onboarding to financial investment products. Without adding a single line of code, automatically incorporate collecting and securely storing investor profile data. To get started, just create an onboarding configuration in the developer tab and select “broker questions”.