Hosted onboarding

Hosted onboarding is the alternative to building onboarding screens with the API. You send the investor to a page Securitize hosts that shows only the onboarding steps (identity or business verification, the investment profile and the wallet), and the investor comes back to your site when they are done. There are no calls to make and no credentials to hold: you build a link.

API or hosted

	SecId API	Hosted onboarding
Who collects the investor’s identity information	You, in your own onboarding, and you send it with the API	Securitize, on its page: the investor uploads an identity document and takes a selfie, or a company sends its details, owners and documents
Who builds the screens	You	Securitize
Who signs in with Securitize	Nobody: you onboard the investor with your calls	The investor, who signs in or signs up
What you get back	The `investorId`, statuses and webhooks	The investor, back on your site

Securitize screens every investor against sanctions and PEP lists either way.

The link

https://stocks.securitize.io/partners?tokenId=<stock token id>&partnerUrl=<your return URL, URL-encoded>

Parameter	Required	Meaning
`tokenId`	One of `tokenId` or `tokenAddress`	The id of the stock token the investor is onboarding for, from your Securitize contact
`tokenAddress`	One of `tokenId` or `tokenAddress`	The stock token’s contract address, instead of its id
`partnerUrl`	No, but send it	Where the investor comes back to: an absolute `https://` URL, URL-encoded. The page shows it as “Back to” your site at the top and as the Continue button at the end. Without it, or with a URL that is not `https://`, the page shows no way back to your site

Environment	Page
Production	`https://stocks.securitize.io/partners`
Sandbox	`https://stocks.sandbox.securitize.io/partners`. Access is arranged with your Securitize contact

Build the link with a URL API, so partnerUrl is encoded for you:

const link = new URL('https://stocks.securitize.io/partners');
link.searchParams.set('tokenId', '3f7b2c1e-9d4a-4e6b-8a1f-5c2d0e9b7a46');
link.searchParams.set('partnerUrl', 'https://app.example.com/stocks/onboarding-done');
// https://stocks.securitize.io/partners?tokenId=3f7b2c1e-…&partnerUrl=https%3A%2F%2Fapp.example.com%2Fstocks%2Fonboarding-done

What the investor sees

Sign in or sign up with Securitize.
Verify their identity: a government-issued identity document and a quick selfie. For a company, verify the business: its details, its owners and the documents its verification needs.
Complete the investment profile: their financial goals, experience and risk tolerance. This is the suitability Securitize Markets needs.
Connect their wallet on the stock’s chain, and register it for the stock.
“You’re all set.” Continue takes them to your partnerUrl.

Steps already done show as complete, so an investor who onboarded before goes straight to the end. A step that takes time, such as a review of their documents, shows as pending; the investor can come back to the same link later and carry on. A link without a valid stock token shows “Invalid token”, with the way back to your site.

When the investor comes back

Nothing is added to your partnerUrl. Before you let the investor trade, check their wallet on chain: a wallet that is ready is whitelisted for the stock token. On Solana, that means the wallet’s associated token account for the token exists and is not frozen.

Beta on Solana. The on-chain check for Solana wallets is in Beta and can change. Confirm it with your Securitize contact before you rely on it.

Get started

Guides

Concepts

Help

API reference

API or hosted

The link

What the investor sees

When the investor comes back