Member KYC Information

Location: DC Admin Process/KYC

When you select Past KYCs from the DC Admin process, the system displays a double browser of KYC Information. Select an effective date for an Investor Profile in the upper browser to view the details for that profile in the lower browser.

 

When you select New KYCs from the DC Admin process, the system displays a wizard used to log the member's KYC Information.

 

For more information, see How to Modify Member KYC Information Online.

Build 1136

See Also