Onboarding

The fastest path to verified users

From data collection to KYC/KYB and compliance, we automate the onboarding process so your users can start transacting instantly—without extra effort.

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Generate a secure link

Quickly onboard users with hassle-free and secure links that are easy to generate in just a few clicks.

Elevate your brand

Customize onboarding links with your brand’s logo and style for a seamless user experience.

Less typing, more doing

Onboard users fast with smart forms that minimize typing, auto-fill details, and fix errors in real time.

Unlock the right capabilities

Enable users to access the features they need, from card transactions to payouts, with auto-surfaced data requirements.

Create your onboarding link

Generate a branded link tailored to businesses or individuals. Select account types and capabilities, then let users complete onboarding on their own time.

Prefill fields

Pass in data that you already have to save your user from having to re-type it.

Capabilities

Select the capabilities you want your user to have to tailor the form to the use case.

Share the link instantly

Send onboarding links via email, SMS, or your platform for a smooth, hassle-free sign-up process.

Unique link

Onboarding links are unique URLs. When a user signs up, they create secure credentials so they can pick up where they left off.

Track every step

Stay informed with real-time updates on user progress. Get instant notifications on completions, exceptions, and next steps to keep onboarding moving smoothly.

Moov will tell you all the missing or invalid fields for each account.

Listen for events that indicate when the account's status changes.

Developer docs

Meticulously built for modern development.

Designed for this generation of computing and what comes next, Moov allows developers to build payments into their stack. Reach for our SDKs to speed up development cycles.

Read hosted onboarding docs →

server.py
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from moovio_sdk import Moov
from moovio_sdk.models import components

with Moov() as moov:

res = moov.onboarding.create_invite(scopes=[
    components.ApplicationScope.ACCOUNTS_READ,
], capabilities=[
    components.CapabilityID.COLLECT_FUNDS,
], fee_plan_codes=[
    "merchant-direct",
]
))
  
print(res)

FAQ

What is hosted onboarding?

Moov's hosted onboarding is a seamless, fully managed experience that allows businesses to onboard users for payments quickly and securely. It handles identity verification, compliance checks, and account setup so you can focus on growing your platform.

How does hosted onboarding work?

With Moov's hosted onboarding, you direct your users to a customizable, Moov-hosted flow where they enter their business or personal details. Moov handles KYC/KYB verification, account approval, and compliance requirements before enabling payments.

What information do users need to provide during onboarding?

It depends. The capabilities you request for the user and the answers to certain questions will inform the data requirements. Generally, businesses will provide their business details, address, contact information, beneficial owners, description of the business, and payment volume information.

Does Moov’s onboarding handle compliance requirements?

Yes, Moov automates compliance checks, including KYC (Know Your Customer), KYB (Know Your Business), watchlist screening, and ongoing monitoring, ensuring regulatory adherence without additional overhead for you.

What happens if a user fails verification?

If a user does not pass verification, Moov provides reasons where possible and allows them to retry with updated information. Some cases may require manual review.

Does hosted onboarding support international users?

Currently, Moov supports U.S.-based businesses.