Adding Company and Contact Info in My Settings Afther you log in go to the drop down menu at the top right of the screen click on My Settings...
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