Your Team in Trustform

Every team is different, and our platform lets you mix and match capabilities to fit the way you work. Here’s a quick overview of what’s possible:

User Management

• Invite or remove teammates

• Adjust capabilities so everyone has the right level of access

Account Management

• Create new client accounts

• Assign managers to applicants

• Fill out and update client profiles

• Run initial customer due diligence

• Update account status as clients move through the process

• Add comments directly to forms for smoother collaboration

Account Review

• Review client profiles with ease

• Assign managers to applicants when needed

• Approve or reject forms and applications

• Schedule the next KYC review date

• Set or update customer risk levels

• Leave comments in account forms

Ongoing Monitoring

• Access an integrated ongoing monitoring function for active clients

Data Export

• Export all client data to a handy .csv file whenever you need it

API Token Management

• Access the API Token Management page

• Create or revoke tokens