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Historical KYC - Advisor
Historical KYC - Advisor

You can add historical KYC's for audit tracking purposes

Exempt Edge avatar
Written by Exempt Edge
Updated over a week ago

You can save historical KYC's within the Investors Module under the KYC tab. Simply upload a copy of the KYC from your computer, and add the Signed Date. The purpose of this is meant for audit tracking purposes. 

Any historical KYC added to this section will not be associated with any transactions and is for audit tracking purposes only.

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