Step 1
Power of Attorney (POA)
Use the online POA intake to collect customer information digitally, generate a printable POA draft, and reduce manual rekeying before signature.
New Customer
Get started with JFS CHB through a clear onboarding process.
Give new clients one place to understand onboarding requirements, review legal terms, submit documentation, and move from first contact to active service faster.
Step 2
Credit Application
Provide a clear path for new customers who want billing terms, account setup, and a smoother handoff into recurring operational work.
Step 3
KYC Requirements
Set expectations for customer identity, business verification, and compliance checks required during onboarding.
Step 4
Terms and Conditions
Review JFS CHB's service terms and the importer liability notice that accompany the POA and onboarding process.
Legal Review
Customers should review the legal terms that accompany the POA.
The service terms and importer liability notice belong in the onboarding flow, not outside it. This gives customers a clearer path before they sign documents.
Onboarding Checklist
Everything new clients should prepare.
- POA Packet Authorized signer details, legal entity details, and brokerage authorization documents. Open POA Intake
- Credit Application Billing contacts, trade references, and payment setup information.
- Terms and Conditions Review the legal service terms and importer liability guidance before signing. Open Terms & Conditions
- KYC Documents Business registration, address verification, and ownership or identity review materials.
Onboarding Support
Start with the documents needed for account setup.
New customers can review the required materials, prepare business and signer information, and contact JFS CHB before sending sensitive documents or signed forms.