Yes. You can prompt clients to complete their KYC or KYB process. To do so, select your client or prospect, click the "View Profile" button on the right, and select the option to prompt them to verify their identity. They will receive a chat message and notification to complete their KYC or KYB. Once they do so, you'll see their verification status and what kind of verification and documentation they provided.
Our KYC and KYB flow is handled by Bridge, a licensed money transmitter in all U.S. states and a Stripe company. By completing KYC or KYB, your client also enables the ability to fund their accounts through a bank account under their own name associated with each of their L1-linked wallets. This KYC or KYB process also permissions your client automatically for any permissioned strategy or product, such as our hedge fund or actively-managed strategies.