# Institutional Onboarding Playbook

OLTA is designed to accommodate institutional investors by offering tailored onboarding infrastructure aligned with compliance, treasury, and custody needs.

### Step-by-Step Integration Path

1. **Initial Contact & Assessment**\
   Institutions initiate contact via OLTA’s onboarding team or partners. A brief use-case review is performed to determine eligibility and compliance requirements.
2. **KYC/AML Verification**\
   OLTA supports both KYC level A and level B, depending on jurisdiction and fund access. Verification is done in coordination with a regulated KYC provider.
3. **Custody & Access Configuration**\
   Institutions can choose between:
   * Secure self-custody with multisig wallets (e.g. Safe)
   * Integrated third-party custodians (e.g. Fireblocks, Anchorage)
4. **Treasury Setup & Permissions**\
   Treasury routing, fund access controls, and reporting mechanisms are configured in collaboration with the institution’s operations or compliance team.
5. **Index Access & IRT Receipt**\
   Once validated, the institution deposits USDC and receives IRTs representing index positions. These can be tracked and managed via the OLTA dashboard or through API.

***

### Customization & Support

* Dedicated account managers for onboarding and ongoing support
* Optional reporting exports, treasury segregation, or custom limits
* Integration with enterprise-grade systems or fund administrators

{% hint style="info" %}
Institutional onboarding is reviewed on a case-by-case basis to ensure compliance and operational alignment.
{% endhint %}


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