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This page covers what to expect when your organization first joins Anchorage Digital—from KYC through your team’s first login. If you’re adding a user to an organization that’s already up and running, see Adding users instead.

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Onboarding sequence

For a brand-new organization, enrollment happens in this order:
1

Complete organization KYC

Your organization’s Know Your Customer (KYC) application is reviewed first. Enrollment QR codes aren’t issued until KYC clears.
2

Download the app

Each user downloads the Anchorage Digital iOS app. See Mobile app.
3

Scan your enrollment QR code

Your client experience team issues each user an enrollment QR code after KYC clears. Open the app, follow the prompts, and scan your code.
4

Complete your KYC application

Each user completes their individual KYC application, including biometric setup. See New user enrollment for the in-app steps.
QR codes come after KYC, not before. If your team hasn’t received enrollment QR codes yet, KYC review is usually still in progress.

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Entity details

When completing your organization’s application:
  • Match your formation documents. The entity name must exactly match your formation documents, such as the memorandum and articles of association. Abbreviations or missing suffixes can stall the review.
  • Onboard affiliates as affiliates. Entities affiliated with an existing client are onboarded under the affiliates section of the application, not as new clients.

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If your submission is stuck

If your application won’t submit or stalls at what looks like completion, it usually means our compliance team needs more information—expect a request for information (RFI) to follow. Reach out to your client experience team if you’re unsure what’s holding the review.

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Token lockups and vesting

Setting up token lockups or vesting schedules is a separate process from standard custody onboarding. It follows a defined template that your client experience team provides. Once set up, allocations can be delivered into custody and claimed as they vest.