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### [Getting Started Entry point for new clients. Sandbox setup, production keys, and the pre-live checklist.](https://support.northcapital.com/knowledge/getting-started?hsLang=en)

### [Trades & Payments Creating, managing, and canceling trades/payments. All payment methods: ACH, credit/debit card, wire, and Plaid.](https://support.northcapital.com/knowledge/trades-payments?hsLang=en)

### [Offerings Creating and managing investment offerings.](https://support.northcapital.com/knowledge/offerings?hsLang=en)

### [Accounts & Parties Investor accounts, KYC/AML, and accredited investor verification.](https://support.northcapital.com/knowledge/accounts-parties?hsLang=en)

### [North Capital Escrow Services Escrow account setup, raises, closings, and refunds.](https://support.northcapital.com/knowledge/north-capital-escrow-services?hsLang=en)

### [North Capital Custody Services North Capital custody account opening and management.](https://support.northcapital.com/knowledge/north-capital-custody-services?hsLang=en)

### [Account & Admin API keys, user permissions, 2FA, billing, webhooks, security, and error codes.](https://support.northcapital.com/knowledge/account-admin?hsLang=en)

### [![](https://support.northcapital.com/hubfs/logo.png) Opera North Capital's Opera portal — login, admin, and IQ tutorials.](https://support.northcapital.com/knowledge/opera?hsLang=en)

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