How to Open an Account on a Client's Behalf
As a consultant or Narvi's referral partner, you can complete the onboarding process on behalf of your client.
As a representative of the company, you must use your own personal details when completing the onboarding process. Please note that if you’d like to use the same email address to onboard multiple companies, you must have a business account with Narvi.Here's how it works:
Step 1 - Create a UserFirst, on your dashboard, please go to ‘Add entity’ and then click ‘Banking for business’. When creating a user account, please use your own details such as your name and surname.
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Step 2 - Fill in the QuestionnaireWhen filling out the questionnaire, please provide the business information of your client. For this step, it’s the same process as ‘Step 2’ on our Onboarding Guide.Step 3 - Authority to RepresentIf your authority to represent the company is not already mentioned in the company documentation, please upload a document such as a power of attorney or another agreement. This can be done in section 5, ‘Other documents.’
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Step 4 - ID VerificationProceed with ID verification using your own documents. Please also complete the face verification yourself and do not send the link to anyone else.Step 5 - Granting Access to the ClientOnce your application is reviewed and approved by our compliance team, you can grant full access to your client and remove yourself from the account. 5.1. To do this, go to your dashboard, then click on ‘Manage company.’
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5.2. Then click on ‘Team members’.
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5.3. You’ll then see a list of all people who have access to your Narvi account. To grant access to your client, click on ‘+ Invite.’
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5.4. Invite the new owner with the Payer role (please ensure that the first checkbox, “All accounts,” is selected as the access scope).
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5.5. Enter the new team member’s details:
- Email address (and Repeat email address)
- Phone number
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5.6. Confirm the invitation:
- Enter the Email verification code sent to your email
- Click Confirm
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Done — the invitation has been sent. The invite is valid for 72 hours. If it expires, simply send a new invitation.
How to accept a Narvi team member invitation (invited user)1. Open the invitation email from Narvi and click Accept invitation.
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2. You will be redirected to Narvi. On the “Verify your invitation” page, click Continue.
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3. An SMS verification code will be sent to your phone number. Enter the code and click Continue.4. Create your Narvi login: enter your email and password.5. Complete your profile details (first name, last name, phone number) and click Continue.6. Complete the ID verification. Follow the on-screen steps to provide the required information (for security/regulatory reasons). You can also check out our ID verification video tutorial.
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Once completed, you will get access to the company account. The owner can remove you from the account if needed.
Once you’ve read through this guide, please refer back to this document and our Onboarding Guide to complete the onboarding process on your client’s behalf.
Start your journey with Narvi by opening an account today.Open Account
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