Legl

Understand what a Source of Funds request is, why your firm sent it, and what you will need to provide.

What is a Source of Funds request?

Understand what documents and information you need to provide when completing a Source of Funds submission with Legl.

What evidence you need to upload for a Source of Funds submission

How to complete a Source of Funds request, including adding your sources and uploading your bank statements.

How to complete a Source of Funds request

Ula Moyse-White

How to submit source of funds information, including what details are required and which documents you can use as evidence.

Provide Source of Funds

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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