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  • Importing a compliance pack (KYC, FICA, etc)

Importing a compliance pack (KYC, FICA, etc)

When you have the compliance role you can pick the compliance role in the menu or ask a support member to put you in the role.

Click the track button to open the track picker.
Choose “load compliance packs” in the context menu

Pick the desired pack from the list, when you click the load button the tracks will be added to the picker and be available to run on the client detail page.

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Updated on October 12, 2022
What is a compliance status/trackWhat is an approval

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