# Account profile

## Overview

The Account Profile is the central section in Trustform where all client-related information is stored and managed. It provides a complete view of the applicant’s data, including personal details, authorised representatives, nominated accounts, and related cases. Each tab within the profile helps you access and manage a specific part of the client’s information — keeping all records organised, up to date, and easy to review.

## Overview Tab

The **Overview** tab gives you a snapshot of everything you need to know about your client.

Depending on your user type, you may be able to update certain fields and statuses:

* **Account status:** can be changed by Account Managers
* **Risk level:** set by Reviewers or Compliance Officers

This makes it easy to see the client’s current standing and take action when needed.

<figure><img src="/files/ch3mtlPpnTZy0SIxtaXk" alt=""><figcaption></figcaption></figure>

### **Tasks**

The **Tasks** section lists all the actions required to verify an account and complete onboarding. For example, client information or documents that still need to be added.

You can access your to-do list in two ways:

1. From the **Overview** page (right-hand panel)
2. By clicking the **“Tasks”** button in the top right corner on any page within the Account Profile

**Note**: Clicking any task will take you directly to the form or section where the missing information needs to be completed.

### Event Log

The **Event Log** is a chronological record of all key actions and changes made to the account.\
It helps you track what happened and when – for example:

* Account status updates
* New information or documents added

Each event is shown with a timestamp and a short description, giving you full transparency and control over the account history.

## Other Tabs

<figure><img src="/files/ANriaGAcxa7VQD7sFFun" alt=""><figcaption></figcaption></figure>

In addition to the **Overview** tab, the Account Profile contains several other tabs:

* **Applicant** – stores personal or company details of the main applicant
* **Attorneys** – contains information about authorised representatives or power of attorney holders.
* **Nominated accounts** – shows external accounts that will be linked or used for transactions
* **Cases** – lists all case records and additional information requests related to this account

Each tab helps you manage a specific part of the client’s data and keep all information structured and easy to review.

## Profile structure

**Profile Structure** is a visual diagram showing all related entities connected to the account – such as applicants, directors, shareholders, and other legal entities. It helps you quickly understand the ownership and control structure.

**For your convenience:**

* Red markers highlight pending tasks that still need to be completed
* You can click any entity in the diagram to instantly open its profile

<figure><img src="/files/7vrn3LFRApVh1Z4JO8XQ" alt=""><figcaption></figcaption></figure>


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