Turn on/off platform features

Modified on Mon, May 20 at 11:37 AM

Your platform comes with many different features to support your operation such as KYC/AML, accreditation, electronic payments, and referral invites. You can decide to turn them on or off based on your business needs easily.

To update platform features:

Select Platform from the left menu
Choose Settings
Click the Features tab
Use the checkboxes to enable or disable the following options
- Enable Know Your Customer (KYC/AML) Check: When on, you can run instant KYC checks on all investors via integrations with Onfido and North Capital
  - Please note that a pass-through charge for the checks will be applied
- Enable Document Verification Check: Allows users to upload identification documents (such as driver's license or passport) to be verified
- Require SSN/Tax ID for KYC: Users must complete the Social Security Number or Tax ID field prior to running a KYC check
- Enable Full Accreditation Check: If self-accreditation is not sufficient, you can run a full accreditation check on potential investors
  - In the case of individuals, they will be required to upload documents such as a W2 or 1099, required to verify their status
  - A pass-through charge applies here
- Allow Investors to Invite Others: Each investor will be able to share offers, using their own personalized referral link, allowing your platform to track all referrals
  - Disable Sharing Referral Links: Investors can invite users via personalized, but are not able to copy the link to send it directly
  - Allow Social Sharing: Allow investors to also share offers on Twitter, LinkedIn, or Facebook directly from the platform
- Enabling Single Offer Mode: When on, navigating to the marketplace will automatically jump right into your offer’s details page
- Include Blockchain Integration: Allows your users to monitor their holdings of Bitcoin or Ether in their portfolio alongside other investments they’ve made on your platform
  - Enabling this feature will also show fiat to cryptocurrency conversions throughout the platform

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