Fintracker Tutorials

Together we can digitize forms and create a more efficient industry.

Full Tutorial for Brokers, Compliance Officers, and Admins

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Receipt of Funds

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Agent Tutorial

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Compliance Officer / Admin Portal

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In-Person Identification Verification

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Individual ID Scan and Save

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Search Previous For Reuse

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Remote ID Verification

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Corporate ID Form

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ID Face Tracker Tips

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BC Agents Only (DORT forms)

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AML Warning

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