Greetings and welcome to Rise! Our onboarding process is designed to be user-friendly, ensuring first-time users can quickly begin. To onboard as a client, kindly follow these steps:

First, please sign up with your accurate first name, last name, and email address on the Sign Up page. Then, click "Sign up" to proceed.

After signing up, you'll receive an email with a button to log in and start the onboarding process. So that you know, this button expires within 20 minutes. This method will be used whenever you want to log in to your account. Adding an additional layer of security enables only individuals with access to the registered email to gain entry to the account.

Click the button in the confirmation email to begin the onboarding process. You'll be directed to the following screen:

In the first step of onboarding, you'll need to choose the type of account you want: "Receive Payments" (which is free) or "Send Payments." As a payer (client), you must select the "Send Payments" option to ensure you pay your contractors.

Next, you'll be asked to provide information about yourself. Please ensure you fill in all mandatory fields (marked with an asterisk) accurately; this information is essential for later steps. If you make any typos during this part, please look at the help section for guidance.

In the business section, you must enter your company's information.

When accessing the documents section, choosing the designated signer for the MSA SP is essential. This Master Service Agreement SP is an official agreement confirming the relationship between Rise and you.

The next step is identity verification, known as KYC (Know Your Customer). You'll be asked to provide:

This step is crucial to ensure the security of your account. Feel free to check here if you'd like to know more about it. The verification process is automated, but you might be directed to the manual processing screen. This indicates that our compliance team will reach out to you via email for more instructions.

After successful verification, a Rise ID will be created. You can make it using a password known as the "Rise Security Key." Alternatively, if you have a trusted wallet, you can connect it to your account. You can find more information about the Rise ID and adding wallets to your account in the help articles here and here.

You'll be redirected to the Recovery Code page once you create the Rise ID with the Rise Security Key. This code consists of an individual combination of 12 words used to recover your account if needed. It is crucial to save this code offline and never share it with anyone, as it holds the same significance as a MetaMask wallet recovery code.

After setting up your password and recovery code, you'll be redirected to the Rise app, where you can take advantage of all its features.

That's it! You've completed the onboarding process with Rise. To learn more about Rise and its features, you can check out additional help articles here and stay updated with the latest announcements on the Rise blog. Welcome aboard!