Step-by-Step Guide

Created by Hannah Rowe, Modified on Tue, 11 Feb at 10:18 AM by Hannah Rowe

Step-by-Step Guide


Would you like a full step-by-step guide to help you complete your tasks? You can read our full guide here that contains step-by-steps for logging in, identity checks, source of funds & TA forms.


Please click here to download/view.


Alternatively if you need help with a specific area, such as logging or capturing your identity document you can view our videos & articles here.




Need help? You can contact our Support Team here.



We are committed to continually improving our support resources for you. We would greatly appreciate your feedback & comments below to help us enhance your experience. 

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