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Audience:

Operators

Get account holder verification status from the Dashboard

Placeholder: steps not verified yet

The steps on this page were drafted from shipped Dashboard features (verification status details, WaitingForInformation requirements, and the verification-requirements filter). Nobody has confirmed them against the live Dashboard yet. Before this page publishes, someone with Dashboard access needs to perform the steps in the real Dashboard, correct anything that differs, and add what's missing (exact fields, screenshots).

Review an account holder's verification status, and any missing verification requirements, from your Dashboard.

Steps

  1. Go to Dashboard > Data > Account holders.
  2. Filter the list by verification requirements if you're looking for account holders waiting on a specific requirement.
  3. Open the account holder to see their verification status and, for WaitingForInformation, the missing verification requirements.