Institutional Help & Resources
Comprehensive documentation, compliance guidelines, and dedicated support channels for enterprise and institutional partners.
Institutional Onboarding
Step-by-step guides for entity verification, KYC/KYB workflows, and initial platform configuration for corporate accounts.
Compliance & Regulatory
SOX, GDPR, MiFID II, and SEC reporting standards. Download audit templates and regulatory mapping documents.
API & Integration Hub
REST & GraphQL endpoints, SDK libraries, webhook configuration, rate limits, and sandbox environment access for developers.
Account & Billing
Enterprise billing cycles, multi-entity invoicing, tax documentation, payment methods, and automated reconciliation tools.
Security & Access Control
RBAC policies, SSO/SAML setup, MFA enforcement, IP allowlisting, and session management for institutional deployments.
System Status & Maintenance
Real-time infrastructure status, scheduled maintenance windows, incident post-mortems, and SLA performance dashboards.
📖 Frequently Asked Questions
How long does institutional onboarding typically take?
Standard entity verification and KYB workflows take 3–5 business days. High-compliance jurisdictions or complex multi-entity structures may require up to 10 business days. Our dedicated onboarding specialists will provide daily status updates.
Do you support SSO/SAML for enterprise logins?
Yes. We support SAML 2.0 and OIDC for single sign-on. Contact your institution account manager to provision SSO, or use the Security & Access Control guide to configure IdP metadata and attribute mappings.
What SLA guarantees apply to institutional accounts?
Institutional clients receive a minimum 99.95% uptime SLA for core APIs and 99.9% for administrative portals. Credit remedies and uptime reports are automatically applied quarterly. Premium tiers include 24/7 dedicated support and guaranteed response times.
How are regulatory reports delivered?
Reports are generated in PDF, CSV, and XML formats. They can be downloaded via the Compliance Dashboard, pushed via secure SFTP, or streamed through our reporting webhook endpoint. Custom report scheduling is available for enterprise plans.
Need Immediate Assistance?
Institutional and enterprise clients have access to dedicated support channels with guaranteed response times and technical account management.
24/7 Priority Hotline
<4hr Critical Incident Response
Dedicated Technical Account Manager
Secure Encrypted Portal Access