Overview

Choose the right account creation guide for your customer type.

Prerequisites

Before creating any account, ensure you have:

1. API access credentials - client_id and client_secret from your onboarding
2. Authentication token - Follow our authentication guide to get your access token

Getting Started

Rime supports two distinct account types, each with different requirements and field specifications: Individual and business accounts.

• Individuals are natural persons that are customers of yours.
• Businesses are corporate entities that are customers of yours.

Choose the appropriate guide based on your customer type.

Account Types

Rime supports two account types with different requirements:

Individual Account

Create an account for a natural person →

Business Account

Create an account for a corporate entity →

Field Requirements

Account requirements depend on your compliance settings:

• Individual accounts: May require KYC information (first_name, last_name, birthdate, address)
• Business accounts: May require tax reporting information (lei, tax_id)

Check your distributor dashboard for specific requirements.

Next Steps

After creating an account, you can:

1. Retrieve fund information - Explore available investment options
2. Get portfolio information - View the account’s holdings
3. Buy shares - Start trading on behalf of the account