> For the complete documentation index, see [llms.txt](https://reference-guide.gitbook.io/how-to-setup-your-prop-broker/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://reference-guide.gitbook.io/how-to-setup-your-prop-broker/3.-client-onboarding-process/client-kyc-process.md).

# Client KYC Process

Clients will be able to complete their KYC process by following these steps:

{% tabs %}
{% tab title="Step 1" %}

1. Navigate to My Profile > User Information. 
2. Select the KYC form that is most applicable to the client. <br>

   <figure><img src="https://489269767-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FVWBlbPg7sM6ADA13bB4T%2Fuploads%2FAxYXcravZylaluSBxykF%2Fimage.png?alt=media&amp;token=09ecbb48-9d6a-4fdd-9ee8-d8e606af0709" alt=""><figcaption></figcaption></figure>

{% endtab %}

{% tab title="Step 2" %}

1. Upon selecting the form, the client will need to fill in the respective details and / or upload the required documentation.<br>

   <figure><img src="https://489269767-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FVWBlbPg7sM6ADA13bB4T%2Fuploads%2FceFFqy5Tge2RGZcbqGhl%2Fimage.png?alt=media&amp;token=007839c8-5d15-4c99-adaf-08c47f5536ac" alt=""><figcaption></figcaption></figure>
2. Upon completing the form, the client will be able to review all the information filled in before clicking “Submit”.<br>

   <figure><img src="https://489269767-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FVWBlbPg7sM6ADA13bB4T%2Fuploads%2FBwlMI30mJefAJihTNCPw%2Fimage.png?alt=media&amp;token=3dc35001-2f3d-4637-b88e-5a773e0c15aa" alt=""><figcaption></figcaption></figure>

{% endtab %}

{% tab title="Step 3" %}

1. Once submitted, the client will be able to see the status of their account KYC.<br>

   <figure><img src="https://489269767-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FVWBlbPg7sM6ADA13bB4T%2Fuploads%2FgSBpt7r74rV4Q43j18SC%2Fimage.png?alt=media&amp;token=2767463c-85f7-4240-be96-f7dec5f49c71" alt=""><figcaption></figcaption></figure>

{% endtab %}

{% tab title="Step 4" %}
You can set the approval settings for KYC requests to be manual or automatic via the CRM Back Office.

1. If approval settings are manual, the client will need to wait for you to approve their KYC request, before their account is approved.
2. If approval settings are automatic, the KYC request will be approved immediately.
   {% endtab %}
   {% endtabs %}