Export client data

As an Administrator, you can export the following client data:

• Suspicious activity report
• KYC
• ID checks
• Personal development
• Firm wide risk assessment
• ID storage data
• Client management data
• Risk assessments

 

1. On the menu bar, select the settings icon then under Admin, select Export.
2. Select Export as zip. A compressed file containing the client AML-related data is downloaded. 
3. Double-click the zip file to extract.