Last updated: 2025-12-02

SmartInvestments - KYC Content Link

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The link for this help topic is:

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When [viewing

an investment account](/help/pro/smartinvestments/-/viewing/and/editing/investment/accounts), the user can access this [content

link](/help/pro/tabs/and/content/links) to view data required for Know Your Client (KYC) compliance.

Note: This content link is

visible only when the KYC View license is enabled for the user's account

in [User Accounts

- User Rights](/help/pro/user/accounts/user/rights/content/link).

This content link is also available on contact and business records

in SmartOffice. For more information, see [Contacts

and Businesses - KYC Content Link](/help/pro/contacts/and/businesses/-/kyc/content/link).

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