Onboarding
Onboard new user
The process for onboarding a new user is very straightforward. All that needs to be done is to retrieve an onboarding link from Rio and have the user complete the form hosted by on link.
Requirements to start the flow.
Broker account
You must have a broker account (Tutorial here)
API key
Have an API key (Tutorial here).
A child user cannot create another user
Recommended endpoints.
Get the custom onboarding link
Send the link to the user or display it as an iframe in your application. Once they complete the form, their user will be created and associated to yours (broker) as a child (broker customer).
Check onboarding status
You can use the userId
from the onboarding object to poll the user and get its onboarding status (or you can use our webhooks).