Setting Up Accounts
Use this page to find the correct account setup guide by service type. Start with the required forms, then select the account type that matches the customer’s service need.
Confirm the service need
Identify whether the customer needs brokerage, Canada Ship, NRI, IFF, courier, or another account type.
Collect required documents
Use the Important Forms page before account activation so required setup documents are not missed.
Route the setup correctly
Choose the correct setup guide and follow the service-specific onboarding path.
Setup Flow
Simple account setup path.
Use this four-step flow before sending a new customer setup request or directing the customer to the wrong service path.
Identify service type
Confirm what the customer is trying to set up: shipping, brokerage, courier, IFF, NRI, or another service.
Open required forms
Use the Important Forms page to gather the correct documents before the account is activated.
Select setup guide
Choose the account setup guide that matches the customer’s service type.
Complete handoff
Send complete information to the right team so operations, brokerage, courier, or finance can move forward.
Account Setup Guides
Choose the correct account type.
Search or filter the setup guides below. Each card opens the existing Frontier U setup page for that account type.
Before Submitting
Account setup checklist.
Use this checklist before sending the customer or internal team into the setup process.
Use this page as the starting point.
Choose the correct account setup guide first, then continue into the service-specific page for the customer’s account type.
Continue through Sales resources.
After Setting Up Accounts, continue to Important Forms, Product Offerings, Supportive Material, or return to the Sales Hub.