How do I view a client’s full profile?
Viewing a client’s full profile allows you to access detailed information about the client, including verification status, risk score, and documents. This is useful for reviewing and managing client data.
- Go to Clients
- Click the Eye icon in the Actions column
What you’ll see:
- Risk score
- Screening results
- Identity details
- Documents
- KYC/KYB status
👉 Use this view to review client details before approving or rejecting a client
💡 Tip: Always check risk score and verification status before taking action
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