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Complete the client information sheet

Provide the information required to create your professional documents.

5 min

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Before you start

  • A signed-in professional account
  • Your company’s legal information
  • Bank details and representative contact information

Steps

  1. 1

    Open your profile and select Client information.

  2. 2

    Complete the partner and representative details.

  3. 3

    Enter the required legal and bank information.

  4. 4

    Select the product subcategories that interest you.

  5. 5

    Check all fields marked with an asterisk, then select Save and submit.

  6. 6

    When confirmation appears, continue to signature.

Helpful tips

  • Use the exact legal company name shown on official documents.
  • You can correct any section before submitting the sheet.
Complete my information