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 1

Power of Attorney (POA)

Prepare the account details, documentation, and review steps needed to start brokerage service cleanly.

Step 2

Credit Application

Prepare the account details, documentation, and review steps needed to start brokerage service cleanly.

Step 3

KYC Requirements

Prepare the account details, documentation, and review steps needed to start brokerage service cleanly.

Step 4

Terms and Conditions

Prepare the account details, documentation, and review steps needed to start brokerage service cleanly.