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How to Submit KYC Documents

Step-by-step instructions for submitting your KYC documents.

Updated over 10 months ago

You can securely submit your KYC documents directly through the Client Portal.

Steps to Complete KYC Verification

  1. Log in to your Client Portal.

  2. Look for the Complete Your Profile prompt or select Proceed from the banner at the top.

  3. Prepare a valid government-issued ID (passport, driver’s license, or national ID).

  4. Check both boxes to accept the terms, then click Next.

  5. Follow the on-screen instructions to complete your verification.

Troubleshooting Tip:
If your ID upload fails, ensure the image is clear, not cropped, and all details are visible.

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