How to Get a PMEX Account Opening Portal
Access Requirements
- Registered brokerage or financial services firm
- Valid business registration documents
- PMEX membership or authorization
- Technical contact person for setup
- Domain name for custom portal (optional)
Setup Process
1Sign Up
Create an account on our platform and select PMEX account opening services.
2Verify Your Organization
Submit your business registration and PMEX authorization documents for verification.
3Configure Your Portal
Set up your portal with branding, custom domain, and form preferences.
4Get Access Credentials
Receive your portal access credentials and API keys for integration.
5Start Using Portal
Begin using your PMEX account opening portal to manage client applications.
Portal Features
What you get with your PMEX account opening portal
Custom Domain Support
Serve forms on your own domain
Branding Customization
Add your logo and colors
Dashboard Access
Manage all applications in one place
API Integration
Integrate with your existing systems