Getting started
Create an account, check your company details, and learn what to do while a service is being activated.
Articles
4 articles in getting started
Getting started with Institution
Find your company details, outstanding tasks, and service tools without hunting through the sidebar.
Updated 2026-10-11
Create your Institution account
What you need to sign up, and what happens after you submit the form.
Updated 2026-10-11
How a service gets activated
Understand whether a service needs intake information, payment confirmation, or team review.
Updated 2026-10-11
Set up your company profile
Where your legal entity details live and why it pays to get them right early.
Updated 2026-10-11
Still stuck?
Tell us what you were trying to do and where it went wrong. If you are already a client, you can also open a support case from Help and support in your workspace.