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

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

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

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

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

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

Learn how TrustForm automatically calculates and assigns client risk levels.

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

Last updated 27 days ago