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Investor Profile Onboarding

April 1, 2023

Investor Profile Onboarding

Image of https://footprint-blog.ghost.io/content/images/2022/09/me.png

Alex Grinman

Footprint now supports the standard brokerage profile questions required for onboarding to financial investment products. Without adding a single line of code, automatically incorporate collecting and securely storing investor profile data. To get started, just create an onboarding configuration in the developer tab and select “broker questions”.