Turn visitors into verified, trading clients.

Onboarding is where brokerages lose clients. A sign-up that asks for documents by email, waits for a manual review and then sends the client elsewhere to fund rarely ends in a trading account. RedCherry runs the whole sequence in the client portal: registration, email and SMS verification, identity and address checks with the KYC provider you choose, and a live trading account at the end.

RedCherry integrates with Sumsub, Shufti Pro and Didit. Each one checks documents, matches faces, validates addresses and screens against AML and sanctions lists; the result lands on the client's profile with a risk score your rules can act on. Compliance reviews the exceptions, not every application, and the queue in the back office shows exactly which clients are waiting and why.

Verification levels

Clients move through levels you define, for example account opening, ID verification and address verification, with permissions tied to each level: trade on a demo, deposit, withdraw. A client who has not finished the address step can still explore the portal but cannot withdraw until compliance approves it. Requirements and permissions per level are configured in the back office, so the rules match your licence rather than a generic template.