Customer Product Statuses

A value indicating the overall state of the Customer Product onboarding request.

Status

Description

active

The underlying custodial accounts have been opened and the Customer now has access to this Product.

created

Rize has received a valid request for Customer onboarding to this Product.

initiated

Rize is confirming that the Customer has provided all of the required profile data and PII and has an ‘Active’ status to all prerequisite Products.

rejected

The request to onboard onto this Product has been rejected

manual review

The Customer's profile data is under manual review. Access to the Product will be granted once the data is approved.

verified

The Customer's data profile has been verified and the account provisioning process has begun. Once all of the Customer's accounts are successfully opened, this status will transition to "active".