--- title: How do I create Opera IQ investor accounts and upload documents for verification on their behalf? description: Add an account in Opera IQ --- [Skip to content](https://support.northcapital.com/knowledge/how-do-i-create-opera-iq-investor-accounts-and-upload-documents-for-verification-on-their-behalf#main-content) English Show submenu for translations ![TransactAPI logo (1).png\]](https://support.northcapital.com/hs-fs/hubfs/TransactAPI%20logo%20(1).png?height=30&name=TransactAPI%20logo%20(1).png) - [North Capital Resource Center](https://blog.northcapital.com/resource-center) Open main navigation Close main navigation - [North Capital Resource Center](https://blog.northcapital.com/resource-center) - English Show submenu for translations - [Go to northcapital.com](https://www.northcapital.com/) [Go to northcapital.com](https://www.northcapital.com/) Hello. How can we help you? - There are no suggestions because the search field is empty. 1. 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[IQ Tutorials](https://support.northcapital.com/knowledge/opera?hsLang=en#iq-tutorials) # How do I create Opera IQ investor accounts and upload documents for verification on their behalf? ## An Opera IQ admin is able to create investor accounts and upload verification documents on behalf of their investors through their Opera IQ admin portal.  This is a good option for investors who are not computer literate and need extra assistance. **Please note** that if using this method for investor account creation, no user login is created, and the investor will not be able to access the Opera IQ dashboard.  ### CREATING AN INVESTOR PROFILE #### Log into Opera IQ portal Using your unique portal URL and admin email address, log into the portal. ![Chelsea\_Test\_IQ\_and\_Opera](https://support.northcapital.com/hs-fs/hubfs/Chelsea_Test_IQ_and_Opera.png?width=434&height=222&name=Chelsea_Test_IQ_and_Opera.png) #### Navigate to the Accounts page and select the New Account button ![iScreen Shoter - DuckDuckGo - 260317092025](https://support.northcapital.com/hs-fs/hubfs/iScreen%20Shoter%20-%20DuckDuckGo%20-%20260317092025.jpg?width=424&height=220&name=iScreen%20Shoter%20-%20DuckDuckGo%20-%20260317092025.jpg) #### Fill out account information following the prompts Basic investor information including Name, DOB, Address, and SSN are required. For foreign investors, please enter 000-00-0000 for SSN. #### Upload Verification documents  ### ![iScreen Shoter - DuckDuckGo - 260317092321](https://support.northcapital.com/hs-fs/hubfs/iScreen%20Shoter%20-%20DuckDuckGo%20-%20260317092321.jpg?width=433&height=223&name=iScreen%20Shoter%20-%20DuckDuckGo%20-%20260317092321.jpg) Uploading documents triggers the North Capital verification team to begin the review.  #### Upload Individual Docs  IF KYC/AML checks are enabled, and IF the investor fails KYC and/or AML, you will be prompted to upload photo verification docs as a final step.  ### TRACKING REVIEW PROGRESS Reviews will be completed within 1 business day. Progress can be tracked from the Opera Admin portal.  Overall status can be found on the Investor Verification page: ![iScreen Shoter - DuckDuckGo - 260317093049](https://support.northcapital.com/hs-fs/hubfs/iScreen%20Shoter%20-%20DuckDuckGo%20-%20260317093049.jpg?width=417&height=214&name=iScreen%20Shoter%20-%20DuckDuckGo%20-%20260317093049.jpg) Information of the review, including details on any further action required, can be found by selecting the Accreditation Status of the investor account of choice. This will bring up a slide-over widget where the accreditation letter can be found once approved.  ### ![iScreen Shoter - DuckDuckGo - 260317093140](https://support.northcapital.com/hs-fs/hubfs/iScreen%20Shoter%20-%20DuckDuckGo%20-%20260317093140.jpg?width=432&height=223&name=iScreen%20Shoter%20-%20DuckDuckGo%20-%20260317093140.jpg) - [Getting Started](https://support.northcapital.com/knowledge/getting-started?hsLang=en#main-content) - [How do I get my production API keys and go live?](https://support.northcapital.com/knowledge/getting-started?hsLang=en#how-do-i-get-my-production-api-keys-and-go-live) - [What are the standard TransactAPI integration workflows?](https://support.northcapital.com/knowledge/getting-started?hsLang=en#what-are-the-standard-transactapi-integration-workflows) - [Trades & Payments](https://support.northcapital.com/knowledge/trades-payments?hsLang=en#main-content) - [General Trade & Payment Management](https://support.northcapital.com/knowledge/trades-payments?hsLang=en#general-trade-payment-management) - 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