Interactive Guides

Here you will find all interactive video guides only – no text documentation, just clear visual walkthroughs of how to use Trustform.

Getting Started

Navigate Trustform

Learn how to navigate and use the Accounts Account profile and find key client information.

Admin Management

Learn how to manage your team in Trustform – invite new users, define their capabilities, and keep accounts secure with two-factor authentication.

Data and Settings

Learn how to export client data and monitor TrustForm’s service status to stay informed and in control.

---

Onboarding and Checks

Onboard new clients

Learn how to add and manage client data, creaie profiles, and start verification processes.

KYC/AML checks

Learn how to use TrustForm to screen, verify and monitor clients as part of your KYC and AML process.

Customer Risk Assessment

Learn how TrustForm automatically calculates and assigns client risk levels.

Review Management

Learn how to send for review and verify client accounts, stay informed through notifications and explore ownership structures in TrustForm.