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Bulk Action

Dashboard > Parties > Bulk Action selection > Apply

Parties table with the Bulk Action dropdown open, showing Export Parties and Archive Parties options

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.

Export

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. For more reporting and export options, see Reporting View.