Architect - User Guide & FAQ
  • Welcome
  • Getting Started
    • Opening an Account
    • Onboarding & KYC
      • Who is Plaid?
    • Making My First Deposit
    • Making My First Trade
    • Architect Brokerage User License
    • FAQ
      • Do you accept non-US users? Institutions?
      • Can I use my own FCM? What FCM is right for me?
  • My Account
    • Login Issues & Password Reset
    • Statements & Tax Documents
      • Account Statements
      • Tax Reporting
    • Deposits & Withdrawals
      • Making a Deposit
        • Manual ACH or Wire Transfer
      • Requesting a Withdrawal
      • Plaid & Orum
    • Update My Account Information
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      • Marketdata & Live Quotes
      • Trading Fees & Commissions
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      • My Orders & Trades & Algos
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    • Trade
      • Order Types
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      • Trade Analytics
      • Margin Rates & Product Info
    • Algos
    • Logout
  • Futures 101
    • What is a Future
    • Why Trade Futures
    • Profit & Loss
    • Expiration, Settlement, and Roll
    • Margin & Leverage
      • Margin Call & Liquidation
    • Symbology
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    • Our Partners
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  1. Getting Started

Onboarding & KYC

PreviousOpening an AccountNextWho is Plaid?

Last updated 2 months ago

Once you've logged in, you will be guided through the KYC and account verification process. If you need to resume progress on an application, visit or click the settings icon in the upper right to return to your application.

Architect and our partner FCM, Dorman Trading, are legally required to collect some information about you when opening your account. You will also have a chance to review the various agreements and terms from both Architect and Dorman Trading.

As one step in this process, you'll be directed to to answer a few identification questions, and returned to continue Architect's account sign-up process afterwards.

Once you complete the onboarding steps, we will promptly process your application. You will receive an email confirmation when your account is open. If you are an Institutional client: To open an institutional account, reach out to . There are additional KYC and AML requirements for institutions that cannot be completed online.

https://app.architect.co/identity-verification
Plaid
sales@architect.co