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

# Onboarding your organization

> Onboard a new organization: KYC, enrollment QR codes, entity details, and token lockups.

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](/knowledge-base/platform/users/adding-users) instead.

## Onboarding sequence

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

<Steps>
  <Step title="Complete organization KYC">
    Your organization's Know Your Customer (KYC) application is reviewed first. Enrollment QR codes aren't issued until KYC clears.
  </Step>

  <Step title="Download the app">
    Each user downloads the Anchorage Digital iOS app. See [Mobile app](/knowledge-base/platform/users/mobile-app).
  </Step>

  <Step title="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.
  </Step>

  <Step title="Complete your KYC application">
    Each user completes their individual KYC application, including biometric setup. See [New user enrollment](/knowledge-base/platform/users/adding-users#new-user-enrollment) for the in-app steps.
  </Step>
</Steps>

<Note>
  QR codes come after KYC, not before. If your team hasn't received enrollment QR codes yet, KYC review is usually still in progress.
</Note>

## 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.

## 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.

## 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.