VIP Loan and Risk Unit Creation
Bulk import: Upload an .xlsx, .xls, or .csv file (max 2 MB) with sub-account UIDs in the first column (excluding the delegate UID). Email alerts: Email addresses to receive risk alerts. The delegate account's email is included by default. What types of accounts can and cannot be added to a risk unit?
Published on Apr 24, 2026Updated on Apr 24, 2026FAQ