Parties View

The parties view contains all investor related information. From here it is possible to add individual, joint, or entity parties, export data, view and update KYC and AML statuses and much more.

Parties View

While it is most common for investors to input their information to create a party through the investment portal, it may be necessary to manually create or alter party information. This can be done through the admin page of TransactAPI. Navigating to the Parties view will populate a list of all individual parties created. To view all entity parties, click the Entities button in blue. Each party list contains the detailed information for the party as well as the status for KYC and AML checks.