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Add a client FINTRAC information

Incomplete FINTRAC can be accessed through FINTRAC to Complete.

FINTRAC being tied to a transaction address, it is also accessible in Clients information, in your listings, your Buyer Agreements or transactions files. Simply click on the pencil.

The Yellow Flag tells you which client does not have FINTRAC information.

Complete the FINTRAC Information section. For client ID :
Click in the Document type box, choose from the drop down.

If your brokerage may uses the FINTRAC RESPONSE function you will also need to answer the questions your brokerage has added. Save.

Completed!