Customer onboarding
Create a customer record
Manage your customer information in the Cross River operating system (COS) using either APIs or COS Explorer. This information includes basic details needed to open a bank account or use a credit card, as well as more specific data about the customer, as needed. We call this a customer record.
Before you can open a deposit account or create a card you must create the customer record, sometimes called onboarding.
The customer onboarding process includes creating a customer record with relevant customer information.
Add other customer information
Error codes
See COS system error codes, along with lots of other reference information, on the COS reference codes page.
Tutorials
See our tutorials to learn how to:
Through APIs | Through COS Explorer |
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