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  2. Source of Funds

Source of Funds

Everything you need to know about the Source of Funds check.

Source of Funds Check

  • What is the Source of Funds check?
  • How do I initiate a Source of Funds check?
  • How does my client complete the Source of Funds check?
  • What is the giftor Source of Funds check?
  • How does my client provide bank statements?

Source of Funds Report

  • Whats included in the Source of Funds report?
  • What is the Red Flag summary?
  • How is information extracted from my clients bank statements?

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