Investia’s New KYC Tool

We are excited to announce a new way to help keep your information accurate and up to date.

This KYC* process is a part of our requirements to keep your basic personal information updated. In the past, the process was cumbersome, and paper-laden, and as so many things can change more often than we may think, staying current is a constant challenge.

With that in mind, we now offer the ability for you to review and update your information via the Investia Client Portal. We’ve created a two-minute video of how it works for you.

Look out for more information in the coming weeks as we roll out email invitations to review and update your information.