Invite to KYC

1 - Add the recipient

Add SSN or email of the recipient.

Step 2 - Add subject/title

This subject/title will be visible in the Recipient’s Inbox. Note! Don’t include any personal information here, such as the recipient's name or SSN in the subject/title.

Step 3 - Send the content

Type invite.kyc. Set link to the KYC process/form, service provider, on behalf of (optional) and expiration date.

Step 4 - User answers questions

The user can answer or update KYC information using the link.