Working a Wave

After setup, you work your accounts one wave at a time. Each wave moves through the same steps, and signed accounts move forward automatically.

1. Wave Overview: see how many accounts are signed, opened, and funded.
2. T&Cs: collect depositor signatures, with Click to Accept or manually.
3. Open: open the signed accounts.
4. Fund: validate and fund the accounts.

Wave Overview
Open a wave from the left menu or from the Transition Summary. Each wave has an Overview tab and three working tabs, which you complete in order: T&Cs, Open, and Fund.

Overview tab
The Overview tab shows how many accounts in the wave are signed, opened, and funded, with a button to jump to each step.