For brokers and investment firms

Onboard clients with one secure link

Collect the KYC-style details, ID documents, source-of-funds answers, risk profile and signature your firm asks for in one form, instead of a thread of emails and attachments.

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Encrypted ID uploads · Risk questionnaire · Signature field · Branding removal on paid plans

Onboard a new client in three steps

Build your process once, then reuse the same form for every client.

Build your onboarding form

Start from a client onboarding template, or describe your process to AI and edit the result.

Send each client a link

Send a personalised link that pre-fills their name, email and phone, or share a general link for new enquiries.

Review complete submissions

Details, ID files, answers and signature arrive in one response, and your team gets an email when it lands.

What you can collect

Put the questions your firm needs into a single form.

Identity and contact details

Legal name, date of birth, address, tax residency and contact information.

ID document upload

Passport, driving licence or proof of address, uploaded straight into the response.

Source of funds

Ask where the money comes from with choices, short text and follow-up questions.

Trading experience

Years active, instruments used and typical trade size.

Risk-profile questionnaire

Multiple-choice questions about goals, time horizon and tolerance for loss.

Conditional questions

Show company, trust or joint-account questions only when the client picks them.

Built for sensitive client data

The parts of the form that matter once a client starts sharing identity documents.

Secure ID upload

Uploaded files are scanned for viruses and stored with AES-256 envelope encryption.

Signature

Add a Signature Pad so the client signs the agreement or declaration in the same form. The signature is saved with the response.

Instant notification

Your team gets an email as soon as a client submits. Webhooks and the API can pass each response on to systems you control.

Personalised links

Add the applicant's name, email and phone to the link and those fields arrive pre-filled, so nobody retypes what you already know.

Your brand, not ours

Remove FormBuilder branding on paid plans so the form looks like it comes from your own office.

Control who gets in

Password-protect a form, allow one response per person and see partial responses from people who stopped halfway. Team roles decide who in your workspace can view responses.

Start from a ready-made template

Every template is an ordinary form you can edit, so adjust the questions to what your firm requires.

Broker client onboarding KYC form

Identity details, ID upload, source of funds and signature in one onboarding form.

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Investor risk profile questionnaire

Questions about goals, horizon and risk tolerance that you can score and review.

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Browse all templates →

What FormBuilder does and does not do

FormBuilder collects what you ask for. It does not verify identities, screen clients or run checks, and it is not a KYC or regulatory service. You decide which questions your firm and regulator require, and you are responsible for your privacy notice, disclosures and legal wording. FormBuilder does not give legal, financial or compliance advice.

Client onboarding form questions

What is a client onboarding form for a broker?

It is an online form a broker or trading firm sends to a new client to collect identity details, ID documents, source-of-funds answers, a risk profile and a signature before the account is opened.

Can the form collect ID documents?

Yes. Add File Upload fields for a passport, driving licence or proof of address. Files are scanned for viruses and stored with AES-256 envelope encryption.

Does FormBuilder verify my clients' identity?

No. FormBuilder collects ID files and answers and you review them yourself. It does not check documents or run screening.

Can I build a risk-profile questionnaire?

Yes. Use single and multiple choice, rating and Likert Scale questions. Calculation fields can total points, but the questions, the scoring rules and any suitability decision are yours.

Can I keep the form private and have clients sign it?

Yes. Add a Signature Pad field, password-protect the form and allow one response per person. Team roles control who in your workspace can see responses.

Can responses reach my own systems?

Yes. Webhooks and the API send each response to a system you control. FormBuilder does not offer prebuilt connections to specific trading or CRM platforms.

Onboard clients without the email chains

Start a 7-day trial and build your first onboarding form today.

Start your 7-day trial