Entry point for new clients. Sandbox setup, production keys, and the pre-live checklist.
Creating, managing, and canceling trades/payments. All payment methods: ACH, credit/debit card, wire, and Plaid.
Creating and managing investment offerings.
Investor accounts, KYC/AML, and accredited investor verification.
Escrow account setup, raises, closings, and refunds.
North Capital custody account opening and management.
API keys, user permissions, 2FA, billing, webhooks, security, and error codes.
North Capital's Opera portal — login, admin, and IQ tutorials.
![TransactAPI logo (1).png]](https://support.northcapital.com/hs-fs/hubfs/TransactAPI%20logo%20(1).png?height=30&name=TransactAPI%20logo%20(1).png){kind=small}
