Investment Profile #

How to Open Investment Profile Details #

1. Navigate to the profiles dashboard at admin/accounts/profile/.
2. Use the keyword field to search for a user by email or first and last name.
3. Click on the user’s first and last name to access their details. Then, open the Profiles tab and access the desired investment profile by clicking on the profile ID.

How to Change Address Info for an Investment Profile #

For an individual profile:

1. Access the Investment profile’s details.
2. Navigate to the Settings tab.
3. Edit the necessary properties in the Data field’s JSON.
4. Save the changes.

How to Check Dwolla Wallet Balance for a Profile #

1. Access the Investment profile’s details.
2. Open the Wallet tab.
3. View the profile’s balance and transaction list.

How to Check Accreditation Status for a Profile #

1. Access the Investment profile’s details, then go to the Settings tab.
2. Review the Accreditation data - status, type, date of approval/expiration if approved.

How to Check KYC Status for a Profile #

1. Access the Investment profile’s details.
2. Review the KYC status field.

How to Initiate Retry for Failed KYC #

1. Open the Plaid dashboard.
2. Locate the appropriate account.
3. Click Request Retry -> Send retry in the top menu panel.