🤫 Agent One · KYC for RIAs
Finish onboarding in a minute.
Regulated accounts need real KYC — and long forms are where people quit. This makes it calm and consent-first, so your clients actually finish. A few taps here; your custodian completes the regulated checks.
How this stays safe:your SSN / Tax ID and ID documents are collected directly by your RIA's regulated custodian over their secure channel — never by us in the browser. This step organizes the basics, with your consent, so you actually finish.
Not regulated verification or account opening — those run through your RIA's custodian and a licensed KYC/AML provider. This reduces the friction that causes drop-off, consent-first, with a receipt only you can read.