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Documentation Index

Fetch the complete documentation index at: https://docs.synctera.com/llms.txt

Use this file to discover all available pages before exploring further.

Your first step is to login to the Synctera Console and run KYB on your company.
1

Go to “Company Profile”

2

Under “Diligence,” complete the page “Company Profile”

3

Under “Launch,” complete the pages “Owners”

4

Move to the page “Run KYB,” and certify that the information you provided is correct, and click “I’m ready to run KYB on my company or organization”

5

Let your Implementation Specialist know once you've run KYB