Requirements
ISVs must provide their users with the appropriate clickthrough agreements during onboarding: For Individuals: Individual Participant Agreement For Corporate Entities: Entity Participant Agreement Users must review and accept the terms before beginning KYC verification.User Lifecycle
Partners manage the complete user lifecycle from KYC verification to trading:Automatic User CreationUsers are created automatically when KYC verification is approved. There is no separate account creation step - the system provisions EP3 trading resources as part of the KYC approval process.
1. Identity Verification (KYC)
Start by verifying user identity. When approved, the user is automatically provisioned for trading.- API: KYC API
- Key endpoint:
POST /v1/kyc/start
2. Funding
Link bank accounts or cards and process deposits.- API: Payments API
- Guides: Aeropay (ACH) | Checkout (Cards)
- Key endpoints:
POST /v1/aeropay/initialize- Link bank accountPOST /v1/checkout/deposits- Process card deposit
3. Trading
Once funded, users can place orders.- API: Trading API
- Key endpoints:
POST /v1/trading/orders- Insert orderPOST /v1/trading/orders/cancel- Cancel order
4. Positions & Withdrawals
Track positions and process withdrawals (following FIFO rules).- API: Positions API | Funding Management
- Key endpoints:
GET /v1/positions- Get positionsPOST /v1/aeropay/withdrawals- Process withdrawal