Change the client list view to either Active clients or a custom view that includes all relevant clients.
If any of the entries are greyed out and you cannot select them, this is a restricted item — the parent client record has been set to Private and you do not have access. If you believe this is a mistake, contact your IRIS Elements administrator. Users who have Administrator level permissions are able to view all public and private client records, even those where they are not named as assigned users.
Select the AML tab. The current, most recent KYC assessment is displayed in the KYC Assessment panel.
To view the most recent assessment, under Status, select the Completed link.
To view all completed assessments, select the View all completed KYC assessments link. The list shows the date, status, and who completed it. Select View to open any assessment.
You can't view completed KYC assessments if one is in progress. If you don't see the View all completed KYC assessments link, check the status. If the current KYC assessment is in progress, select Continue to complete it.
Select Return to client profile to go back.
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