Path: "Investors" > Uploads
Note: The following view displays completed but not yet verified uploads, as well as missing documents per investor. Missing documents can also be manually uploaded in this section.
Articles in this section
- Overview Investors
- Overview identifications
- How do I manually create an investor?
- How to edit personal data regarding my investors?
- How do I delete an investor?
- What do I need to consider in the event of an inheritance after death?
- How do I create a note for an investor?
- How do I create a new Advisory?
- How do I create a new advisory journey?
- How do I create a new affiliate conversion for an investor?