Introduction

This documentation will assist you in gathering all relevant information needed to onboard you to our Cashlink software by filling out our Client Project Sheet your Cashlink Project Manager has shared with you.‌

The onboarding process will differ depending on which product offering you've subscribed for:

• All-in-one Solution

• Investment Platform API

• Registry-as-a-Service API

For integrating our the Investment Platform API or the Registry-as-a-Service API, please refer to our API documentation here.

Please contact your Cashlink Project Manager if you need assistance.