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This section outlines how to onboard to the Ondo Stocks platform.

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Who can onboard today?

Onboarding to the Ondo Stocks platform is open to institutional participants and retail users/individuals in supported jurisdictions. For a list of jurisdiction-based prohibitions and restrictions, see Eligibility.

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How to onboard to Ondo Stocks

Onboarding will involve four steps:
  1. Initiate onboarding
  2. Complete KYC/KYB verification
  3. Sign agreements if required
  4. Account provisioning/approval

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1. Initiate onboarding

Begin onboarding directly in the Ondo app.
  1. Log in or create a new account using your email address or your Google account
  2. Follow the Onboarding prompts, or select Complete Onboarding in the top-right menu bar
  3. Follow the prompts to begin your KYC/KYB
Continue to the KYC/KYB process outlined below.

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2. Complete KYC/KYB verification

Ondo Stocks conducts KYC/KYB verification via Persona, our identity and KYC compliance provider. Follow the onboarding prompts to guide you through:
  • Identity verification
  • Submission of entity details (if applicable)
  • Submission of required documentation
Upon completion of the KYC/KYB process in Persona, you will be notified of the status of your application. Timelines for application review may range from a few moments to a few days. During periods of high demand, review timelines may take substantially longer.You will receive an email from the ‘Ondo Team’ account (noreply@ondo.finance) when your materials have been reviewed.

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What information is required for onboarding?

Please note that the above lists are not exhaustive. After your application has been reviewed, additional information and/or documents may be required. When possible, we’ll send a single consolidated request for all additional materials.

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What documents are required for onboarding?

Entities:
  • Article of Existence Document Type (e.g. Certificate of Incorporation, Certificate of Formation, Certificate of Registration or licensing)
  • Entity Proof of Address dated within the last 90 days
    • Correspondence from a central or local government department or agency
    • Bank statement
    • Utility bill
    • Lease or mortgage statement
  • Entity Tax Self-Certification Form (linked within the KYB flow)
Individuals:
  • Proof of address dated within the last 90 days
    • Bank statement
    • Utility bill
    • Lease or mortgage statement
  • Government ID
After your application has been reviewed, additional information and/or documents may be required. When possible, we’ll send a single consolidated request for all additional materials.

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3. Sign agreements if required

You may be required to complete a Sales Terms and/or a Subscription Form to invest in select Ondo products. Upon approval of KYC/KYB, we will send any required forms for digital signing via the e-signature platform HelloSign (AKA Dropbox Sign).

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4. Account provisioning and approval

Once KYC/KYB has been successfully completed and the required agreements have been signed, you will be prompted to provide the wallet address(es) that you wish to link to your Ondo account. All linked wallet address(es) are subject to review and approval by Ondo.

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How can I receive assistance with the onboarding process?

If you are currently in the process of onboarding and have questions or require assistance, please contact us at onboarding@ondo.finance, and our Onboarding team will be happy to assist you.For general onboarding questions, please contact us at support@ondo.finance.