Customers

Customers created in the Portal are the same as the Customers in the Customers API, so you can manage them from either place.

Create a Customer

How to add an individual or a business.

• Log in to the Harbor Portal and open Customers.
• Click Create Customer.
• Choose the Customer Type, Individual or Business.
• Enter the details.
• Click Create Customer.

Individual

• First Name and Last Name. The Middle Name is optional.
• Birth Date, as YYYY/MM/DD.
• Email Address.
• Phone Number, with the country and the number.

Business

• Company Name.
• Email Address.
• Phone Number, with the country and the number.

Next Steps

What the customer must complete before they can make transfers.

After you create the customer, the Portal shows two steps. Both must be completed.

• Sign Agreement: copy the link and share it with the customer, so they can review and sign the terms of service.
• KYC Verification: click Open verification to go to the customer's Verification & limits tab and create the verification link. See Onboard via Hosted Form.