Working a wave

After setup, you work your accounts one wave at a time. Each wave is built to work in batches, moving through T&Cs, Open, and Fund.

Wave Overview

Open a wave from the left menu or the Transition Summary. Each wave has an Overview tab, which shows progress within the wave, with the ability to begin working on any step.

Step 1: Terms and Conditions

Collect depositor signatures with Click to Accept or manually. Signed accounts move to Ready to Open.

Step 2: Open Accounts

Open the signed accounts. Accounts with T&Cs marked as signed appear in the Ready to Open tab. Once opened, accounts move to the Fund tab as pending funding.

Step 3: Fund

Validate and fund the accounts. Process full liquidation requests from the legacy provider, then fund the NBID accounts through the core's usual funding channels. Statuses update automatically once money arrives.