Steps to Going Live

Step 1: Schedule an Intro Call with our Sales Team
Email [email protected] to setup a call.
Step 2: Receive a quote
We'll send you a quote based on your volume estimates and the products you plan to enable.
Step 3: Execute an Agreement & Setup Billing
When you are ready to start integrating, execute a Third Party Platform Agreement, setup an account & send us your Node ID for billing.
Step 4: Submit your platform's due diligence
Submit your platform's due diligence. This includes a background check of beneficial owners. Site visits are also requested for MSBs and Crypto platforms.
Step 5: Get started with your Platform Architect
Your platform architect will help you map out your integration so everyone's on the same page when you start building. Once everything's confirmed by your team and ours, we'll move you into the integration phase.
Step 6: Start building with your Integration Engineer
Kick off development with an intro call with one of our integration engineers. View other resources for getting started
Please direct questions to [email protected] or your integration team's slack channel.
Step 7: Schedule a Code Review
Schedule a code review before going live. Prepare for the code review with this checklist.
Step 8: Receive Production Keys
Now that your production keys are issued, prepare to go live.
Step 9: Schedule a Compliance Review
When you are ready for a compliance review, schedule a call with a member of our compliance team to review security & compliance within your integration.
Have more questions? Submit a request


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    Afran Ali