When onboarding a new company in OFX, you’ll need to complete the business details page as part of the registration process. This step ensures your company’s information is accurately captured for compliance and account setup.

Pre-requisites:
Before you begin, make sure you have the following information ready:

• Company details registered and trading addresses, industry classification, business website url

Next Steps:

With reference to How do I register a new company in OFX after signing up? and to update the business details page during onboarding, follow these steps:

1. Navigate to the Business Details page:

   1. Enter your company’s contact details.

   2. Fill in all required fields accurately, including registered address, and trading address.

      • Addresses can be searched

        

      • Addresses can be entered manually

        

      • If the company does not have a business website, need to explicitly click on “I don’t have a business website”

        

2. Review and confirm your entries:

   • Double-check all information for accuracy.

   • Ensure details match your official business documents.

3. Save and continue:

   • Once all required fields are completed, save your progress and proceed to the next step in the onboarding journey.

     

Why is this important:

Completing the business details page accurately is essential for meeting regulatory requirements and ensuring a smooth onboarding process. This information is used to verify your company’s identity, assess risk, and enable your business to transact securely with OFX. Providing correct details helps prevent delays and supports compliance with global financial regulations.

Related FAQ Articles:

• How do I register a new company in OFX after signing up?

• How do I create a new company account in NCP?