# Onboarding checklist: KYC, first deposit, and watchlist setup

Source: https://amplitude.com/en-us/prompt-library/financial-services-onboarding-checklist-kyc-first-deposit-and-watchlist-setup

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# Onboarding checklist: KYC, first deposit, and watchlist setup

Financial Services

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Design an onboarding checklist for new retail brokerage accounts with these milestones: ☐ Complete identity verification (KYC) ☐ Link a bank account ☐ Make your first deposit (min $100) ☐ Add at least 3 stocks to your watchlist ☐ Place your first trade. Show the checklist as a persistent banner until all steps are complete. Track completion rate per step and suppress the checklist 30 days after account opening.

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[Try in Amplitude →](https://app.amplitude.com/analytics?aiQuery=Design+an+onboarding+checklist+for+new+retail+brokerage+accounts+with+these+milestones%3A+%E2%98%90+Complete+identity+verification+%28KYC%29+%E2%98%90+Link+a+bank+account+%E2%98%90+Make+your+first+deposit+%28min+%24100%29+%E2%98%90+Add+at+least+3+stocks+to+your+watchlist+%E2%98%90+Place+your+first+trade.+Show+the+checklist+as+a+persistent+banner+until+all+steps+are+complete.+Track+completion+rate+per+step+and+suppress+the+checklist+30+days+after+account+opening.\&siteLocation=prompt-library-detail-try)