Customers

Each customer is an end-user created under a client account. Customers can be either individual customers or businesses.

Connect is organized around a hierarchical structure that starts at the Client Account level, and flows down to Customers, Portfolios, and Wallets. Each customer is associated with at least one portfolio, which in turn contains wallets that hold asset balances.

This modular setup enables flexibility in how financial products are structured, while supporting scalable compliance and operational control.

For more information, see the Customers and Portfolios guide.