Will the firm be notified by email when a client completes their KYC/KYB?
Yes, an email goes to the staff member who initiated the transaction the moment the customer completes verification, with a link to the transaction.
The platform sends an email to the staff member who initiated the transaction the moment the customer completes the verification, with a direct link into the transaction record so the result can be reviewed immediately.
The Compliance Officer also sees the completion on their dashboard. Platform notification settings can be tuned in Account Settings → Notifications if a staff member wants to opt out of individual transaction alerts and only see digest summaries.
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