Can I update the KYC/AML statuses for investors in Opera?

Note: Before updating an investor's KYC/AML status to approved you should manually verify the investor.

To manually update a KYC/AML status:

1. Navigate to the 'Investors' tab
2. Click the name of the investor you would like to update
3. On the slide over page, under Investor Verification,  update KYC Status and/or AML Status to desired status through the relevant dropdown
4. Click 'Save Changes'

Not what you're looking for? Check out these related articles:

How are failed KYC/AML scenarios handled?

How do I upload documents for an investor?

How do investors upload KYC/AML or Accreditation documents? (coming soon)