Organisation account
Apply for an organisation account
How onboarding works
01Apply
This form: the entity, the applicant, what you want to use, and three consents.
02Confirm the work email
A link arrives by email. Nothing enters review until it is opened.
03We verify the entity
A Finmind sysadmin checks the STIR and name in the state register, the licence in the regulator's register, the signatory's authority and a sanctions screening, by hand. We may write to you for information.
04Your owner is invited
On approval the person you named as the organisation's owner receives an invitation, and an evaluation period begins.
05Your contract
Seats, features and term are agreed by contract. Nothing is charged before it is signed.
If you are signed in to a personal Finmind account, that account stays personal: an organisation is a separate customer with its own members. Read the brief for institutions