Video Tutorial Guide: How to Set Up an Orbita Notes Account and Complete KYC/AML Compliance
1. Introduction (Duration: 1-2 minutes)
Visuals:
- Orbita Note logo and branding elements.
- Animated graphics showcasing investment growth and security.
- Friendly, professional narrator on-screen or voice-over.
Script:
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[Opening Scene: Orbita Note logo appears with upbeat background music.]
Narrator:
“Welcome to Orbita Note, your premier platform for secure and diversified investment opportunities in credit-backed finance. In this tutorial, we’ll guide you through the simple steps to set up your Orbita Notes account and complete the essential KYC and AML compliance processes. Let’s get started!”
[Transition to animated graphics illustrating account setup and security.]
2. Account Creation (Duration: 3-4 minutes)
Visuals:
- Screen recordings of navigating to the Orbita Note website and mobile app.
- Highlighting the “Sign Up” button.
- Step-by-step form filling animations.
Script:
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Narrator:
“First, let’s create your Orbita Notes account. You can do this either through our website or our mobile app.”
**Step 1: Visit the Website or Download the App**
[Screen Recording: Navigate to www.bta1.net on a web browser.]
Narrator:
“Open your preferred web browser and go to www.bta1.net. Alternatively, download the Orbita Note app from the Apple App Store or Google Play Store.”
[Screen Recording: Downloading and opening the app.]
**Step 2: Click on ‘Sign Up’**
[Screen Recording: Clicking on the “Sign Up” button.]
Narrator:
“Once you’re on the homepage, click on the ‘Sign Up’ button to begin your registration.”
**Step 3: Provide Personal Information**
[Screen Recording: Filling out the sign-up form with fields for full name, email, password, etc.]
Narrator:
“Fill in your personal information, including your full name, a valid email address, and create a strong password. Remember, a secure password should be at least eight characters long and include a mix of uppercase letters, lowercase letters, numbers, and special characters.”
**Step 4: Agree to Terms and Conditions**
[Screen Recording: Scrolling through and checking the terms and conditions box.]
Narrator:
“Read through our Terms of Service and Privacy Policy. Once you’ve reviewed them, check the box to agree to the terms and conditions.”
**Step 5: Complete CAPTCHA Verification**
[Screen Recording: Completing the CAPTCHA challenge.]
Narrator:
“Complete the CAPTCHA verification to confirm you’re not a robot.”
**Step 6: Submit Your Information**
[Screen Recording: Clicking on the “Create Account” button.]
Narrator:
“Finally, click on the ‘Create Account’ button to submit your registration details.”
[Transition to email verification section.]
3. Email Verification (Duration: 2-3 minutes)
Visuals:
- Animated inbox showing the arrival of the verification email.
- Highlighting the verification link/button in the email.
- Confirmation message on the website/app.
Script:
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Narrator:
“After submitting your registration, you’ll receive an email titled ‘Verify Your Orbita Note Account’.”
[Screen Recording: Checking the email inbox and opening the verification email.]
Narrator:
“Open the email and click on the ‘Verify Account’ button or the provided verification link.”
[Screen Recording: Clicking the link and seeing a confirmation message.]
Narrator:
“Once verified, you’ll see a confirmation message indicating that your email has been successfully verified.”
[Transition to KYC/AML compliance section.]
4. Account Verification (KYC/AML Compliance) (Duration: 5-6 minutes)
Visuals:
- Screen recordings of logging into the account.
- Navigating to the “Verification” or “KYC” section.
- Uploading documents and taking a selfie.
- Highlighting additional information fields if required.
Script:
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Narrator:
“Next, let’s complete the Know Your Customer (KYC) and Anti-Money Laundering (AML) compliance process to ensure the security of your investments.”
**Step 1: Log In to Your Account**
[Screen Recording: Logging into the Orbita Note account.]
Narrator:
“Log in to your Orbita Note account using your registered email and password.”
**Step 2: Navigate to the Verification Section**
[Screen Recording: Navigating to ‘Account Settings’ and selecting ‘Verification’ or ‘KYC’.]
Narrator:
“Once logged in, go to ‘Account Settings’ and select ‘Verification’ or ‘KYC’ to begin the verification process.”
**Step 3: Provide Identification Documents**
[Screen Recording: Uploading a government-issued ID and proof of address.]
Narrator:
“Upload a clear copy of a valid government-issued identification document, such as a passport, driver’s license, or national ID card. Additionally, submit a recent utility bill, bank statement, or any official document that verifies your current residential address, dated within the last three months.”
**Step 4: Selfie Verification**
[Screen Recording: Taking a real-time selfie with the ID document.]
Narrator:
“Take a clear, real-time selfie holding your ID document next to your face to confirm your identity.”
**Step 5: Additional Information (If Required)**
[Screen Recording: Filling out additional information fields.]
Narrator:
“Depending on your region and regulatory requirements, you may need to provide additional information, such as your date of birth, Social Security Number (SSN) or Tax Identification Number (TIN), and source of funds.”
**Step 6: Review and Submit**
[Screen Recording: Reviewing all provided information and clicking ‘Submit for Verification’.]
Narrator:
“Carefully review all the information and documents you’ve provided, then click on the ‘Submit for Verification’ button to send your documents to our verification team.”
**Processing and Approval**
[Visuals: Animated timeline showing 1-3 business days processing.]
Narrator:
“Our team will review your submitted documents within 1 to 3 business days. You will receive an email notification regarding the status of your verification—whether it’s approved, requires additional information, or has been rejected.”
[Visuals: Email notifications for each status.]
Narrator:
“If approved, your account will be fully verified, and you can start investing. If additional information is required, follow the instructions provided. In case of rejection, review the feedback and rectify the issues accordingly.”
[Transition to security setup.]
5. Setting Up Two-Factor Authentication (Duration: 2-3 minutes)
Visuals:
- Navigating to “Account Settings” > “Security”.
- Choosing between Authenticator App and SMS Verification.
- Step-by-step setup process.
Script:
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Narrator:
“To further enhance the security of your Orbita Note account, it’s highly recommended to enable Two-Factor Authentication, or 2FA.”
**Step 1: Access Security Settings**
[Screen Recording: Navigating to ‘Account Settings’ and selecting ‘Security’.]
Narrator:
“Go to ‘Account Settings’ and select ‘Security’.”
**Step 2: Enable 2FA**
[Screen Recording: Choosing between Authenticator App and SMS Verification.]
Narrator:
“Choose your preferred 2FA method. You can opt for an Authenticator App like Google Authenticator or Authy, or receive verification codes via SMS.”
**Step 3: Follow the Setup Instructions**
[Screen Recording: Following on-screen instructions for setting up 2FA.]
Narrator:
“Follow the on-screen instructions specific to your chosen method. For Authenticator Apps, scan the QR code provided. For SMS Verification, enter your mobile number and verify the code sent to you.”
**Step 4: Confirm and Save**
[Screen Recording: Entering the verification code and saving settings.]
Narrator:
“Enter the verification code to confirm the setup and save your security settings. Two-Factor Authentication is now enabled, adding an extra layer of protection to your account.”
[Transition to finalizing profile.]
6. Finalizing Your Profile (Duration: 2-3 minutes)
Visuals:
- Navigating to profile settings.
- Adding profile picture, investment preferences, and contact details.
- Linking payment methods.
Script:
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Narrator:
“Now, let’s finalize your profile to personalize your Orbita Note account and set up essential features.”
**Step 1: Complete Your Profile Information**
[Screen Recording: Adding a profile picture and filling out additional details.]
Narrator:
“Add a profile picture and fill out any additional information to personalize your account, such as your investment preferences and contact details.”
**Step 2: Set Up Payment Methods**
[Screen Recording: Linking a bank account or credit card.]
Narrator:
“Link your bank account, credit card, or other preferred payment methods to facilitate seamless transactions. Navigate to ‘Payment Methods’ and follow the prompts to add your financial information securely.”
**Step 3: Review Privacy Settings**
[Screen Recording: Adjusting privacy settings.]
Narrator:
“Adjust your privacy settings to control who can view your information and activity on Orbita Note. Ensure your settings align with your privacy preferences.”
[Transition to getting started with investing.]
7. Getting Started with Investing (Duration: 1-2 minutes)
Visuals:
- Navigating to the investment dashboard.
- Browsing Orbita Notes.
- Highlighting investment tools and support options.
Script:
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Narrator:
“With your account set up and verified, you’re ready to start investing with Orbita Note.”
**Browse Investment Options**
[Screen Recording: Browsing through different Orbita Notes like BTA1, BTA2, BTA3.]
Narrator:
“Explore our wide range of Orbita Notes, including BTA1, BTA2, BTA3, and many more, each tailored to different investment strategies and risk levels.”
**Set Investment Goals**
[Screen Recording: Setting investment goals and using investment tools.]
Narrator:
“Define your financial objectives and use our investment tools to tailor your strategy. Monitor the performance of your investments in real-time and make informed decisions to achieve your goals.”
**Access Support**
[Screen Recording: Navigating to customer support options.]
Narrator:
“If you need any assistance, our customer support team is available 24/7 via email and live chat. Visit our Help Center for FAQs and detailed guides.”
[Closing Scene: Welcome message and Orbita Note branding.]
Narrator:
“Welcome to the Orbita Note community—where your investment potential meets unparalleled opportunities. Happy investing!”
[End with Orbita Note logo and contact information.]
8. Conclusion (Duration: 1 minute)
Visuals:
- Recap of key steps with icons or animations.
- Contact information and support options.
- Closing branding elements.
Script:
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Narrator:
“Thank you for watching our tutorial on setting up your Orbita Notes account and completing KYC/AML compliance. By following these steps, you’re well on your way to leveraging Orbita Note’s secure and diversified investment platform.”
[Visual Recap: Icons representing account setup, email verification, KYC, 2FA, and investing.]
Narrator:
“Remember, our support team is always here to assist you with any questions or issues you may encounter. Visit our Help Center or reach out via email or live chat anytime.”
[Contact Information: support@bta1.net, live chat icon, Help Center URL.]
Narrator:
“Start your investment journey with Orbita Note today and take a significant step towards achieving your financial aspirations. Welcome aboard!”
[Closing Scene: Orbita Note logo and tagline.]
Narrator:
“Orbita Note—where your investment potential meets unparalleled opportunities.”
[Fade out with background music.]
9. Additional Production Tips
- Voice-Over: Use a clear, friendly, and professional voice for narration. Ensure the pace is steady to allow viewers to follow along easily.
- On-Screen Text: Highlight key points and steps with on-screen text to reinforce the narration. Use bullet points for clarity.
- Visual Consistency: Maintain consistent branding elements such as colors, fonts, and logos throughout the video to reinforce brand identity.
- Transitions: Use smooth transitions between sections to maintain a cohesive flow.
- Call-to-Action: Encourage viewers to subscribe, like, or visit the website for more information at the end of the video.
- Accessibility: Include captions or subtitles to make the video accessible to a wider audience