IIIR Section A1
The articles in this section will help you complete section A1 of the Individual Identification Information Record (IIIR)
- How do I Scan a Client's ID in Fintracker (for Client Verification)?
- How do I Complete IIIR A1 - Occupation in Fintracker?
- How do I Complete "IIIR A.1 - Occupation" for Self-Employed Individuals?
- How do I Complete "IIIR" A.1 - Occupation" for Retired Individuals in Fintracker?
- How do I Complete "IIIR A.1 - Occupation" in Fintracker for a Client who has Never been Employed?