Onboarding guide
Onboarding is the process that starts when you click on the "Register" button on our portal and ends when an tradable World account is created.
The World Account that you have created during registration does not have any transactional function, not until you complete the onboarding process. This guide is meant to introducing the onboarding process in a layout look. We will talk about the onboarding methods that we provided, as well as the requirements for you to complete the onboarding process.
Onboarding methods
WorldFirst provides two types of onboarding methods to choose from according to your business needs:
Portal onboarding
Onboarding for SME and sole trader
We recommend the portal onboarding method for cross-border sellers or companies who want to experience our capailities hassle-free without customization needs. You can directly sign up on our Worldfirst Portal and complete the onboarding process in a timely and effective way.
The onboarding requirements can be vary depending on you business type. Please refer to the respective guide below for further details:
Business and Identity verification
Please note that business verification and identity verification check are big parts of the onboarding process. Throughout the registration process, you will be asked to provide certain business-related supporting materials. You will also be asked to verify your identity to comply with the anti-money laundering policy.
We recommend you to read the onboarding requirements and prepare the required materials before you begin the process.
Submit onboarding application
Once you submitted your application, our team will review your case and get back to you within 2 business days.
If your application is approved, you will receive an email notification indicating your onboarding to WorldFirst has been completed. By then, your World account is already in place. This is the fundamental infrastructure that enables you to create receiving accounts (RA) in multiple currencies for fund collection.
To start receiving money from your customers globally, please proceed to create your first receiving account.
Offline onboarding
The offline onboarding method are suitable for platform service providers and corporate clients who wants to collaborate with WorldFirst to develop and customize their integration solution.
There are two ways you can get in touch with us:
Form
Email
We recommend you to familiar yourself with the Onboarding process and Quick Start before you started the WorldFirst integration.