Step 1: Begin Onboarding
Navigate to Company Structure
Go to the Company Structure section.
Select Bank Account Details
At the bottom of the page, locate the section titled “We need to know about the bank account...”.
Choose the option “My Name” from the dropdown menu.
Click the "Next" button (bottom right).
Individual Confirmation
A new screen will appear asking if you are an individual.
Click the “Continue as individual” button.
Step 2: Connect as a Sole Proprietor
Enter Personal Details
Complete all the required personal details on the new screen.
At the bottom, find the dropdown box titled “We need to know about the bank account...”.
This time, select the option “My sole proprietor name”.
Click the "Next" button.
Enter Address Details
Complete the address details on the following screen.
Click "Next".
Submit Details
Review the summary screen.
Click "Submit".
Step 3: Sole Proprietor Flow
Access Sole Proprietor Details
You will be redirected to a new screen that includes an option for “Sole proprietor details” at the top.
Click this option to launch the sole proprietor flow.
Complete Sole Proprietor Details
Fill in the necessary details as prompted.
By following these steps, you will complete the onboarding process for a sole proprietor.