Step 1 of 7
  • 1
    Welcome
  • 2
    Initial Setup
  • 3
    Activate & Verify
  • 4
    Identity
  • 5
    Account Profile
  • 6
    Signing
  • 7
    Submission
Welcome to Deltec's Onboarding Solution!
 
 
 
  • The following series of questions will assist us in collecting critical information needed to transition you to becoming a Deltec client. 
  • Carefully read and answer each question.  If at any point you need to pause during the onboarding process,  be sure to click Save so that the information collected can be available for you to complete at another time.
  • Kindly note that you will need a valid I.D. and proof of address document. Additionally, it is required that your device has a camera.
  • Before you begin kindly review our Privacy Policy and acknowledge acceptance by selecting the checkbox below:
 
Thank you for choosing Deltec.