Onboarding 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 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.
"Doing business as" names (DBAs) will not be accepted.
This must match official documents exactly (DBAs are not permitted)
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
P.O. Boxes, registered agents, and mailing services are not permitted
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.
Add all owners with at least a 25% stake in your company and one control officer. Control officers can be executives, senior managers, or anyone with significant management authority. Learn more.
Additionally, ensure that users confirm they have added all required business representatives before submitting their account to Moov for verification.
Business representative address
Always provide additional context that representative addresses must be their personal, residential address and cannot be a:
- P.O. Box
- Commercial address
P.O. Boxes and commercial addresses are not permitted
Phone numbers
For both business and individual accounts, Moov will only accept U.S. phone numbers. Ensure this context is provided when a user is filling out the phone number field in a custom onboarding UI.
U.S. phone number is required
Bank accounts
For both business and individual accounts, Moov will only accept U.S. bank accounts. Ensure this context is provided when a user is filling out the bank account field in a custom onboarding UI.
U.S. bank account number is required