UX/UI best practices
Moov requires very specific information for every account registered on our platform. Providing clear instructions in your custom onboarding experience ensures customers don't get stuck in the onboarding and verification process due to incomplete or missed information.
Business onboarding
Form shortening
With a user's work email, use our form shortening API to autofill the business name, website, address, phone, and industry fields.
Business logo
Business logos are automatically fetched from the business's website. You can fetch the image with the avatar API.
Business name
Always provide additional context that a business name needs to be the full legal business name as it appears on their filing documents. This includes capitalization and punctuation.
If the business is using a "Doing business as" name (DBA), you can allow users to enter the DBA name in the "Doing business as" field. Moov will use the DBA in most cases, but will still require the legal business name for verification.
Business address
Always provide additional context that business address must be the physical, commercial address where the business is located. The business address cannot be any of the following:
- P.O. Box
- Registered agent address
- Mailing service
Use address autocomplete to help users fill out the address fields and avoid mistakes.
Industry selection
List all industries that are available for selection in your custom onboarding UI. Use our industry taxonomy to get the list of industries and their corresponding MCC codes.
Business representatives
Clearly indicate that users must add all owners with at least 25% ownership or more in the company and at least one control officer with significant management authority. In some instances, a control officer and an owner will be the same person. The maximum amount of business representatives you can enter is 7.
Additionally, ensure that users confirm they have added all required business representatives before submitting their account to Moov for verification.
Representative address
Always provide additional context that representative addresses must be their personal, residential address and cannot be a:
- P.O. Box
- Commercial address
The most common mistake users make is using a commercial address for their personal address.
Date of birth
When capturing a date of birth, provide a placeholder than indicates the format of the date. Especially on mobile devices, ensure a default value is provided. The native iOS DatePicker component defaults to the current date and can't be set to a nil value without wrapping it in a custom component.
Bank accounts
For both business and individual accounts, Moov will only accept bank accounts for financial institutions in the United States. Ensure this context is provided when a user is filling out the bank account field in a custom onboarding UI.
Use routing number lookup to show the institution name when a user enters a routing number, giving them confidence that the routing number is valid. You can pass a valid routing number to avatar to get the institution's logo.