Meridian Trust

Onboarding

A guided account-opening funnel for future backend submission.

This version focuses on information architecture and conversion flow, not regulated origination logic.

Flow overview

  1. 1Choose the account type you want to open.
  2. 2Capture applicant details and verification information.
  3. 3Submit for backend review or staging.
  4. 4Confirm next steps and move into the customer portal flow.

Next step

We can wire this to a real backend form later. For now, the UI should help us shape the required data model and user journey.