Step 1: Create a corporate profile
This endpoint initiates onboarding by creating a draft corporate profile in Sokin’s system.When called successfully, it:Registers the corporate entity
Creates an onboarding session in PENDING status
Generates a unique identifier for the application
Important: Store the onboarding ID#
The response contains a unique identifier (externalReference). This ID is critical.You must store it securely and use it in all subsequent onboarding calls, including:Finalising the application
Without this ID, the onboarding flow cannot continue.What this step does — and does not do#
The corporate profile exists in Sokin’s system
The onboarding is not complete
The client is not approved
No accounts are provisioned
The profile remains incomplete until required associates and documents are submitted and the application is finalised.Staggered onboarding supported#
You may choose to stagger onboarding.Create the corporate profile first
Collect associate details later
Upload documents at a later stage
Finalise only when the full onboarding file is ready
This allows you to structure onboarding around your own product flow without blocking the initial corporate registration.The onboarding will remain in PENDING status until explicitly finalised.Next steps#
After creating the corporate profile, continue with:Upload required documents (model-dependent)
Finalise the onboarding request
Associate submission guide
Document requirements by model
Finalisation and review lifecycle
Modified at 2026-02-19 07:47:45