View Proof of Address Details

This section describes how to view detailed information for proof of address records.

Accessing Proof of Address Details

To view details:

1. Navigate to the Section: Proof of Address section

2. Locate the record in the Table: Proof of Address List table

3. Click the action button

Proof of Address Information

Proof-Of-Address Detail Fields

Proof-Of-Address Detail View

Proof-Of-Address Document View

Information Displayed

The proof of address detail view includes the following information:

• Item: Account ID - The unique identifier for the investor account

• Item: Investor Name - Full name of the investor

• Item: Address - The address being verified

• Item: Document Type - Type of proof document submitted

• Item: Submission Date - Date the proof was submitted

• Item: Status - Current verification status of the document

Available Actions

From the detail view, you can perform the following actions:

• Action: Back to List - Return to the Proof of Address List table

Managing Proof of Address Records

The Action: Manage action allows you to modify proof of address record information, including updating investor details and document status.

Proof of Address, Available Actions