Bulk Action

Archive parties or export party information in bulk

Bulk Action

Dashboard > Parties > Bulk Action selection > Apply

Party data can be either exported or archived individually or in bulk. To do this, select the box next to the desired account(s), choose desired action (export or archive) from the dropdown box, and select Apply.


This export contains the following fields specific to the trade and the return request including, but not limited to: client name and personal details, KYC and AML statuses, employment and income information, and IdologyID. More information on reporting and exports can be found HERE