How to add an account?

Minor’s savings account

If you are a parent, you can create a profile for your child until they turn 18.

1. Enter your child’s first and last name, date of birth, and title.
2. Confirm that you have parental rights.
3. Complete your child’s personal information.
4. To finalize the registration, upload the family record book, a proof of address, an identity document, and parental authorization.

To access your child’s minor savings account, click on your first name. This will open the left-hand column, where, under your name, you can see your children’s names. When you want to switch profiles, select the one corresponding to your child.

Legal entity

On Enerfip, you can open an account for a company, association, or public organization. As a legal entity, you need to provide the following information:

• Your phone number – if it changes, please inform us so we can update it.
• Information about the legal entity – SIRET number, postal address, legal form, date of creation… All fields are mandatory except for the VAT field.
• Your personal information – fields are pre-filled because your accounts are linked, but make sure to check and correct them if necessary.
• Ultimate beneficial owner – indicate if you are the natural person who directly or indirectly owns more than 25% of the company’s capital or voting rights, or exercises control over its management.
• Politically exposed person – specify if you have held a prominent public function (minister, parliamentarian…) or if you are close to someone holding such a position.

‍

Next, upload the following documents:

• a Kbis (company registration certificate) less than 3 months old;
• the declaration of ultimate beneficial owners;
• the signed articles of association.

‍

Once these steps are completed, just like for your personal account:

• fill in your main objectives;
• complete the wealth simulator;
• indicate your level of investment expertise;
• confirm that you have read the terms and commitments.

‍

Your answers help us determine whether you are eligible for the “qualified investor” status.

To access your legal entity account, go to the left-hand column under your first name. When you want to switch profiles, select the one corresponding to your company.

‍