Identity Verification (KYC)

The KYC must be turned on in your Admin Settings Tab

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What we send

• Legal Name
• First Name
• Last Name
• Email Address
• Phone Number
• Address
• Date of Birth

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What we receive

• Hyperlink to more detail, open in new tab

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If there is missing data you will see a wrench icon in the field row with missing dat. The wrench icon is an anchor to field in the Customer Record Data view if you have the field on your Template.

If Integration is not configured correctly you will see a message at the top of the page. This link is an anchor to the Template > Integration View

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