> ## Documentation Index
> Fetch the complete documentation index at: https://docs.byzantine.fi/llms.txt
> Use this file to discover all available pages before exploring further.

# For wealth managers

## How can I create an account for a client?

Byzantine allows you to open and manage accounts on behalf of corporate clients. The process has three steps: creating the account, adding the team, and completing identity verification.

<AccordionGroup>
  <Accordion title="Step 1: Create the account">
    1. In the account picker in the bottom left of your dashboard, select **"Add account"**

           <img src="https://mintcdn.com/byzantinefinance/yrC1JI4h7o8wyUUW/images/wm-add-account.png?fit=max&auto=format&n=yrC1JI4h7o8wyUUW&q=85&s=a0578f1566f54213ea59062badc8c0c2" alt="Account picker" width="536" height="418" data-path="images/wm-add-account.png" />

    2. Select **"Organisation account"**

           <img src="https://mintcdn.com/byzantinefinance/yrC1JI4h7o8wyUUW/images/wm-account-type.png?fit=max&auto=format&n=yrC1JI4h7o8wyUUW&q=85&s=2a736d76d9a750752426a4ee229ef1d9" alt="Account type selection" width="912" height="916" data-path="images/wm-account-type.png" />

    3. Enter the company name and, optionally, upload a logo

           <img src="https://mintcdn.com/byzantinefinance/yrC1JI4h7o8wyUUW/images/wm-organisation-details.png?fit=max&auto=format&n=yrC1JI4h7o8wyUUW&q=85&s=a418c0755e299aa04ce7d0ad31437a30" alt="Organisation details" width="926" height="1014" data-path="images/wm-organisation-details.png" />

    4. Set a passkey for this account

           <img src="https://mintcdn.com/byzantinefinance/yrC1JI4h7o8wyUUW/images/wm-create-passkey.png?fit=max&auto=format&n=yrC1JI4h7o8wyUUW&q=85&s=66cbf3c9478f805510a8c6aa2b3704ad" alt="Create passkey" width="890" height="888" data-path="images/wm-create-passkey.png" />

    Once complete, a new account is created for that entity with you as its first admin.
  </Accordion>

  <Accordion title="Step 2: Add the team">
    From the new account, invite the client company's team or your own colleagues as members. There are two roles:

    * **Admin** - can make deposits, withdrawals, and change account settings
    * **Viewer** - can view the account balance and transaction history, and can also complete the identity verification on behalf of the organisation

    For more detail on roles and permissions, see [Users & roles](/users-and-roles).

    <Tip>
      A common setup is to assign the Viewer role to a team member who will handle the identity verification paperwork, while reserving Admin access for those who need to manage funds.
    </Tip>
  </Accordion>

  <Accordion title="Step 3: Verify the organisation's identity">
    The organisation must complete a Know Your Business (KYB) verification before it can deposit funds. This involves providing company documents, identifying beneficial owners, and having each associated person complete an individual identity check.

    For the full step-by-step process, see [Identity verification - organisation](/for-organisation-accounts).
  </Accordion>

  <Accordion title="Step 4 (optional): Hand over control">
    If you do not want ongoing control over fund movements, have one of the client company's Admins change your role to Viewer. This ensures you retain visibility over the account without the ability to make deposits or withdrawals on the client's behalf.
  </Accordion>
</AccordionGroup>