Account profile
Learn how to navigate the Account profile and find key client information.
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.
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:
From the Overview page (right-hand panel)
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
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
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