You can save historical KYCs to your Exempt Edge system for the purpose of audit tracking. Any historical KYC added to this section will not be associated with any transactions and is for audit tracking purposes only.
Navigate to the Investor Module and select the investor you'd like to upload a historical KYC for.
2. Navigate to the KYC tab.
4. Scroll to the bottom left of the page and select 'Add Historical KYC'.
From here, you can upload your file and add the date the KYC was signed.
The table on the bottom right will display all historical KYCs you have added for this investor. You can choose to delete these files at any time.
