Adding Company and Contact Info in Account Overview Afther you log in go to the drop down menu at the right of the screen click on Account >...
Why do I need to fill out a Know Your Customer (KYC) form? We may have asked you to fill out a Know Your Customer form, sometimes referred to as a KYC form....
Where can I print a payment receipt? Account > Billing > Usage > Invoice PDF Go to the Account icon on the navigation bar. Click Billing. Click the Usage tab. Click the...
Can I designate funds to a certain project or account? Easy! Projects > Allocate Funds > Account to Project OR Project to Account The Administrator and the Funder are the two roles that may transfer funds.
Where do I find the Security Statement? TruCentive.com > Company > Security Statement You can find the TruCentive Security Statement under Company. Security Statement