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Adding Subscriptions

Step 1: Accessing Customers​​

  1. Log in to the Partner portal.
  2. Find the navigation panel on the left side of the page.
  3. Select the "Customers" option.

Step 2: Inputting Subscription Details​​

Enter the necessary information in the fields provided, following the structure below: Contact Information​

  • First Name: e.g., Tony
  • Middle Name: (if applicable)
  • Last Name: e.g., Stark
  • Email Address: e.g., tony.stark@starkindustries.com
  • Telephone number Company Information​
  • Postal Address: Enter the physical address where post should be forwarded if requested.
  • Name: The official registered company name. Example: Stark Industries, Inc.
  • Trading Name: The name the business uses publicly, if different from the registered name. Example: Stark Industries
  • Limited Company Number: The official registration number of the company. Example: 0485729
  • Organisation Type: The category of business entity. Choose Unincorporated / Not registered yet”if the company has not yet been registered at Company's House. Subscription Information​
  • Plan: choose which plan you want to subscribe to.
  • External ID (Optional): A unique identifier you use for the subscription. Example: STARKIND123

Step 3: Add Business Owner / Upload KYC Documents​

To meet our legal and regulatory requirements, we must ensure that the Ultimate Beneficial Owner (UBO) or Person of Significant Control (PSC) of every customer completes KYC/AML verification — unless otherwise agreed with The Hoxton Mix. This requirement applies to all Company Directors or Shareholders who own 25% or more of the business.

  1. Scroll to the bottom of the page.
  2. In the field labeled “Owner 1”, enter the following details:
    • First Name
    • Last Name
    • Date of Birth
    • Email Address
    • Send KYC Request to Customer View Details.
  3. If there are multiple UBOs/PSCs, click “Add Business Owner” to include additional individuals.
  4. Once the "Update Subscription" button is clicked, each listed UBO/PSC will automatically receive an email with a secure link to complete their verification.

Note: You can request that no communication gets sent to the customer, instead you will be able to copy a link to send to them. Group owners will also receive these notifications, see Group Management.

Step 4: Confirming and Saving​

  1. After filling in all the necessary fields, double-check the information for accuracy.
  2. Click the "Create Customer" button to complete the addition of the new subscription.

Send KYC Request to Customer​

tip

This is an option for owners to receive a notification from The Hoxton Mix to complete KYC.

When enabled

  • The owner will be emailed to fill out KYC if an email was provided
  • The main contact will be emailed otherwise
    • In the field labeled “Owner 1”, enter the following details:
      • First Name
      • Last Name
      • Date of Birth
      • Email Address

When disabled

  • No emails are sent; partners can manually copy and share the invite link with owners.