Onboarding Forms

Finix offers and hosts pre-built onboarding forms that you can use to collect onboarding and identity verification information from your users.

Create an Onboarding Form

• POST /onboarding_forms: Create an Onboarding Form by entering the processor’s name you want to onboard users to. Also, provide the links to send users after they finish or leave the form.

You can only create an Onboarding Form if you have ROLE_PARTNER credentials.

Fetch an Onboarding Form

• GET /onboarding_forms/{onboarding_form_id}: Retrieve the details of an existing Onboarding Form.

Create an Onboarding Form Link

• POST /onboarding_forms/{onboarding_form_id}/links: Create a link that lets users resume their Onboarding Form.