Admin, Security & Settings · Synthetic Property 1

External Systems & Add-ons

Customer-configurable optional connections and paid add-ons.

Marketplace Connections Setup Guide Credentials Mapping Tests Health Operations Entitlements API Keys & Webhooks Usage

Setup guide · External Investor Verification / KYC

Identity; accreditation; entity checks

What you need first

An identity-check service account and its keys.

Find your provider's instructions for the keys (opens a web search). Look for words like API keys, integrations or developer settings in your provider's admin area.

If you don't have a provider yet, the built-in feature keeps working. Your own provider's help is the source of truth.

The steps

Open External Systems & Add-ons, Marketplace and choose External Investor Verification / KYC.
Get the details above from your provider. Keep them private; never put them in a message or note.
Paste them into the connection form. They are stored separately for Test and Live.
Allow only what this connection needs: Identity; accreditation; entity checks.
Match your provider's names to ours on the Mapping tab, then press Test.
It shows Connected only after the test passes. Watch its Health, and use Safe Disable to turn it off at any time.

Technical steps from the build package

Settings > External Systems & Add-ons > Marketplace: activate External Investor Verification / KYC (paid add-on where applicable).
Enter the credentials your provider gives you (kept separate per environment).
Grant only these permissions: Identity; accreditation; entity checks.
Map codes and fields on the Mapping tab.
Run Test; status becomes Connected only after a pass.
Watch Health; use Safe Disable to turn it off.

Without this connection: Manual KYC checklist with document evidence.

Degraded: warnings, partial sync, fallback for impaired functions. Down: Manual KYC checklist with document evidence; queued writes replay safely on recovery.