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Once your organization sandbox is set up, you can begin onboarding end clients.

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Onboarding steps

1

Collect end client KYC information and documentation

2

Sign terms and conditions

The end client signs the Anchorage Digital terms and conditions (see integration paths below — this step may be optional depending on your setup).
3

Submit the application

Once application data and documentation are ready, submit via API.
4

Anchorage Digital review

Anchorage Digital performs KYC due diligence. If documents are missing or questions arise, additional materials will be collected via secure file sharing.
5

Application approval

Once approved, application status becomes COMPLETE. Use webhooks to get notified when approval is complete.
Subaccount onboarding and creation can be requested while end clients are pending Anchorage Digital approval — both are approved together. Any change in data or account termination requests is authenticated by Anchorage Digital Bank with end clients via DocuSign before processing.
Sandbox: Applications must use mock/dummy data and reviews are expedited. In production, actual client information is required and a more thorough review process applies. No dummy data is permitted in production.

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Terms and conditions integration paths

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Option 1: With Anchorage Digital terms and conditions

Include Anchorage Digital T&Cs for end clients to sign. These are hosted via DocuSign and can be embedded in your existing onboarding workflow.
Anchorage Digital supports DocuSign’s Embedded Signing integration, which allows immediate signing within an app or website. Signed URLs are valid for 5 minutes (a DocuSign limit that cannot be changed) and should be generated immediately before use. If a URL expires, request a new one with a subsequent GET call to the agreement endpoint. See DocuSign embedded signing documentation for details.

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Option 2: Without Anchorage Digital terms and conditions

You are responsible for presenting the Anchorage Digital T&Cs to end clients, collecting their acceptance, and maintaining proof of acceptance. Anchorage Digital’s DocuSign process is not used in this path.

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Changelog

DateChange
June 10, 2025Updates for new onboarding API payloads and flows
May 1, 2025Initial version