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.

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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

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).
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