Send Account for Review

Learn how to send a client account for review.

Overview

Once the account profile has been fully completed by the Account Manager, it receives the status Ready to Review and becomes visible in the Accounts table to users with review permissions – for example, Compliance Officers.

Sending for review

You may assign a specific user to review the account. To do so:

1

Open the account from the Accounts page

Go to the Applicant tab and click Send.

2

Select the reviewer

A confirmation window will pop up. Select the reviewer and click Send to review.

Notifications

As soon as an account is sent, users with review permissions will receive a notification letting them know that a new profile is awaiting their attention.