Compliance & Activation

Compliance & Activation Checklist

Legal Identification

Upload the following:

☐ Government ID
☐ Corporation documents (if applicable)
☐ Business Number / EIN
☐ Proof of address

Finance Setup

☐ Direct Deposit Form
☐ W9 (US) or T4A (Canada)
☐ Banking Information

Agreements

☐ Signed Agent Agreement

☐ Confidentiality Acknowledgement

☐ Code of Conduct

Your access to full platform functionality is activated once compliance is complete.

Professional systems require professional standards.