Uploading Beneficiary Documents
- Within 'Upload Beneficiaries' there is the option to upload beneficiary documents
- To create a new beneficiary you can either upload documents or manually enter the details outlined here
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Uploading Identification
Uploading Identification Under Identification, select 'Update Identification'. Fill in the detail sections relevant to your form of identification. Click 'Select Image' and then browse your files to upload photo copy of your Identification. Click ...
Marking Beneficiaries as Inactive
Marking Beneficiaries as Inactive: If a client wants to remove a beneficiary, they can choose to mark them as 'Inactive'. Under 'Beneficiaries' select 'View Beneficiaries' Scroll through the list of beneficiaries to find the specific beneficiary. ...
Viewing Current Transfers
To view current transfers select 'Current transfers' in the taskbar As your transfer is processed, the status will update All the details of your transfer are available, including the 'summary', 'remittance', 'payout', 'documents' .
Editing Beneficiaries
Within 'View Beneficiaries' there is the option to edit the beneficiary Select the editing icon on the right side of the screen On this page you can edit the details of a beneficiary
Request a new FX transfer
Requesting a new FX Transfer Go to 'External Transfer' on the taskbar Select the currencies you will be trading to and from You must select a beneficiary (how to create a beneficiary) Below this will display the beneficiary and payment details Any ...