> ## Documentation Index
> Fetch the complete documentation index at: https://docs.agi3.ae/llms.txt
> Use this file to discover all available pages before exploring further.

# Onboarding

> The full path from first sign-in to first transaction: what happens at each step, what you need ready, and how long the deliberate parts take.

Onboarding takes your account from a fresh sign-in to a wallet that can transact. The steps run in a fixed order, each one gates the next, and two of them involve deliberate waiting. Knowing the sequence up front is the difference between a smooth setup and wondering why a button is disabled.

## What to have ready

* Your legal entity details: registered name, entity type, and jurisdiction.
* Identity documents for the verification flow. The embedded verification tells you exactly what it needs for your entity type.
* A wallet you control, on a supported connection: browser wallets, WalletConnect-compatible wallets, Coinbase Wallet, or an institutional custody provider.

## The sequence

1. **Sign in.** Create your AGI3 login. Access to everything else starts here.
2. **Verify your email.** Confirm your address via the link we send. Portfolio data stays withheld until this clears.
3. **Enter entity details.** Your legal entity name, type, and jurisdiction, with the platform terms accepted as part of the record.
4. **Complete identity verification.** Verification is performed by an independent, specialist verification provider in a flow embedded in the platform; AGI3 receives the outcome, not your documents. If you leave the flow partway, it resumes where you stopped. The possible statuses and what each one means are covered in [Verification and access](/platform-basics/verification-and-access).
5. **Wait for approval.** Most of the flow is immediate; the review at the end is not always. The platform notifies you when the review completes, and until then it shows you the status wherever portfolio data would appear.
6. **Create a portfolio and connect a wallet.** Name the portfolio, connect your wallet, and sign the ownership message. The signature proves you control the address, moves nothing, and grants no spending permission. Details in [Connect a portfolio](/how-to/connect-a-portfolio).
7. **Sit out the 24-hour cooling period.** A newly verified wallet cannot transact for 24 hours. You are notified when the period starts and when it completes, and compliance screening runs during the window. This is a security control: it removes the speed an account attacker depends on.
8. **Transact.** Supply, borrow, or swap. Every action from here follows the same shape: choose a market, set an amount, review, sign in your wallet.

## The two waits, and how to plan around them

Two steps take time by design: the verification review (step 5) and the cooling period (step 7). Neither can be skipped, and both notify you on completion, so the practical advice is simple. Do steps 1 through 6 in one sitting the day before you intend to trade. By the time you return, both waits are usually behind you.

## If something stalls

* A verification that expires or was interrupted can be reopened from the same onboarding prompt; you resume rather than start over in the same browser session.
* A declined verification means we were unable to approve the account. Contact your AGI3 representative rather than retrying.
* A wallet that stays unable to transact after 24 hours is worth a message to your representative; screening outcomes occasionally need a human look.