**Important Notice**
Once a member/cardholder profile is created in your Client Portal this profile cannot be removed.
Log into the Client Portal.
Go to the MEMBER menu item and select ADD MEMBER
This opens the ADD MEMBER page where client details can be entered, and the Proof of ID (POI) and Proof of Address (POA) can be uploaded. (POI and POA should be in .pdf, .jpeg, .png or .jpg formats)
To automatically have a physical card generated for the Member, without any further interaction after KYC approval: Select "Yes" for the “Automatically apply for card?” option.
If you do no wish to have the automatic card request, simply click the “Add User” button.
o In the “Program Name” drop-down menu select your program name
Below the “Program Name” box select the card in the “CardArray Name” box for which the applicant is applying.
Click “Add User” once the Member’s information is entered and the Program Name has been selected. Once everything has been entered correctly a message will pop up showing this.
Continue to the next section “Proof of Identity"
Enter the ID details and click “Choose Files” to select the saved POI file.
Click “Add Identity”. If everything has been entered correctly a message will appear on the screenindicating this.
Continue to the final section “Proof of Address”
Enter the POA details and click “Choose Files” to select the saved POA file.
Click “Add Address”. If everything has been entered correctly a message will appear on the screen indicating this. The user/member profile has been successfully created.
NB: Enter the Member’s name and address as it appears on their POI and POA. Be sure that the documents are valid – within the 90-day time window. This will help to reduce issues during the KYC Review process.
At this point the KYC Review process can begin.
In the case of an approval, an email will be sent to the Member’s registered address with their username anda temporary password. The password must be changed on the first login.
If the KYC documents were not approved, the Compliance team will note the reason for the decline and an email will be sent to you, our Client, to correct the error.