Jasper

An overview of electronic identity verification and why we use it

Electronic Identity Verification

This article explains how to add bank details to verify your address on the Jasper platform.

How do I supply bank statements online?

Setting up your Jasper account takes less than a minute!

Creating an account

What is an acceptable document to verify my bank account?

A guide to help you determine your prescribed investor rate.

Working out your prescribed investor rate (PIR)

A guide to supplying proof of address documentation

What is an acceptable document to verify my address?

An overview of the documents and information you will need on hand to complete account setup.

What information do I need, to complete account setup?

A guide to the term beneficial owner and how it applies to Jasper

What does "Beneficial Owner" mean?

This article details what forms of ID are accepted and what countries we currently support, when signing up to Jasper.

What ID do you need to sign up for Jasper?

What is Anti-money laundering (AML)?

Why it takes longer to setup different investing entity types

Investing as an Individual vs a company, trust or partnership

Christian Lambert

Helpful information when you are creating your account

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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