Onboarding

New TeX members do not automatically connect with existing members to begin processing electronic transfers. Firms must ensure their electronic transfer capability is in place and engage with TeX members individually as part of the onboarding process.

There are three phases are three phases to onboarding:

The documents below provide the necessary information and templates for new TeX members to successfully complete the onboarding process.

TeX Member Onboarding Template

Go to

Onboarding Common Issues

Go to