General overview
To start investing your cash from your Okimia account, you'll need to create a cash management account.
This process can be completed directly from your Okimia account, but it won't be 100% instant: it will require verification of the data you share with us.
In most cases, we'll be able to validate the creation of your account within 24 hours.
How to create the account ?
The account creation steps are as follows:
Go to the menu in the Okimia app and select
Cash Management.Select the company for which you'd like to create a cash management account and click
Confirm.You'll then enter the module for defining your investor profile. Simply answer the questions you're asked.
Documents to provide
Once you've completed your investor profile, you'll be asked to provide a number of supporting documents. Find the full details in the article Which supporting documents do I need to provide for my cash management account?
The source of the funds you deposit will also be subject to verification. In most cases, this can be done using the banking data already synced to your Okimia account. If that's not possible, we'll get back in touch with you.