What Happens During Onboarding: The Four-Step Flow

Introduction

The Account Owner Portal displays your onboarding progress as four visible steps, so you always know exactly where you are in the process. Here's what happens at each one.

Key Points

Step 1 — Sign In: create or access your Account Owner Portal login.
Step 2 — Read Terms: review the full profit-sharing agreement at your own pace.
Step 3 — Sign Agreement: complete the signature form with your details and draw your signature.
Step 4 — Done: your agreement is submitted, and your portal login is ready to use.

What Happens After Step 4

Once you've signed, you can sign back in through the Account Owner Portal any time — you'll now land directly on your Account Owner Dashboard instead of being asked to sign again, since your agreement is already on file.

Frequently Asked Questions

Can I stop partway and come back later?

Yes — your sign-in step is saved; you can return to read the terms and sign whenever you're ready.

Do I need to complete identity verification and live screening within these four steps?

Those happen alongside this flow as platform-mandated requirements, separate from the four Portal steps.

What if I already signed — why am I seeing Step 1 again?

If you're signing in again after already completing your agreement, you should land on your Dashboard, not the agreement flow — if that's not happening, contact Support.

Related guides

Ready to take the next step?

Review the full agreement, register as an Annotator, or chat with Mena.