Complete an investment Account
Maria Vargatu avatar
Written by Maria Vargatu
Updated over a week ago

Each Dashboard user has a unique User profile, which contains basic information such as email address and phone number, and one or more Accounts, each containing an onboarding application for an individual, entity or joint account.

To complete an onboarding application, you will have to fill in the compliance questionnaire by following the instructions:

  • access the link sent via the Dashboard invitation email from Vauban;

  • create a User profile by entering the user's name and setting up a password;

  • once able to access the Dashboard, click Invest on the top right of the screen;

  • enter the investment Account details and click Submit;

  • click Complete in the middle of the page;

  • this will open the compliance questionnaire for the chosen investment Account;

Any information stored will be saved automatically upon exiting the page.

  • you can navigate the compliance questionnaire by clicking on the list on the right of the page;

  • after completing the application click Complete at the bottom or on the right of the page; if any information is missing, the incomplete items on the list will be highlighted in red;

  • once the compliance questionnaire has been submitted it will take between 24 and 48 hours to complete the compliance checks;

  • once the compliance checks are performed, you will receive an email describing the next steps; if there are any issues, these will be communicated to you via email.

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