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Choose the right account creation guide for your customer type.

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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

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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.

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Account Types

Rime supports two account types with different requirements:

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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.

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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
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