> ## Documentation Index
> Fetch the complete documentation index at: https://docs.pythas.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Onboarding

> All clients must complete onboarding before initiating any transaction. Fully remote — 1 to 5 business days.

<Warning>
  A client whose verification status is not **approved** cannot initiate or receive transfers. Complete onboarding before any transaction.
</Warning>

## Client experience

<Steps>
  <Step title="Fill out the form">
    Visit **pythas.io/get-started** and complete the onboarding form. A new record is created in our CRM and the compliance analyst is notified automatically.
  </Step>

  <Step title="Receive verification link">
    Check your email for the MetaMap verification link. Sent within 2 hours of form submission — KYC flow for individuals, KYB flow for businesses.
  </Step>

  <Step title="Complete identity check">
    Upload your government-issued ID, take a selfie for liveness verification, and complete all required document fields through the MetaMap secure link.
  </Step>

  <Step title="Submit additional documents">
    If our compliance team flags additional requirements, you will receive an email listing exactly what is needed. You have 5 business days to submit.
  </Step>

  <Step title="Wait for approval">
    Our Compliance Officer reviews your complete file. EDD is triggered automatically for high-risk profiles. Review takes 1-3 business days from document completeness.
  </Step>

  <Step title="Account activated">
    You receive a welcome email. Your account manager sets transaction limits and assigns your Fireblocks wallet. You can begin transacting.
  </Step>
</Steps>

## Internal process at each step

| Step                            | Owner              | Actions                                                                         |
| ------------------------------- | ------------------ | ------------------------------------------------------------------------------- |
| **1 — Lead intake**             | Compliance Analyst | New record in Airtable · Slack alert sent · Analyst reviews within 2 hours      |
| **2 — Send MetaMap link**       | Compliance Analyst | Make.com detects new record · Correct link sent automatically · KYC or KYB flow |
| **3 — Review documents**        | Compliance Analyst | MetaMap result received · KYC/KYB checklist · OFAC screening · Score recorded   |
| **4 — Request additional docs** | Compliance Officer | Flags reviewed · Requirements email sent · Client has 5 business days           |
| **5 — Approve or reject**       | Compliance Officer | Full file review · EDD if high risk · Decision documented and signed            |
| **6 — Activate account**        | Account Manager    | CRM status Approved · Welcome email sent · Limits and wallets configured        |

<Info>
  Total estimated onboarding time: **1-5 business days** depending on document completeness.
</Info>