close
  • Our solution
    Back
    close
    Our solution
    Solving a shared problem

    One-and-done approach to investor onboarding across subscription, KYC, Tax and MLRO services

    Solution overview
    Solutions for
    • Fund managers
    • Service providers
    • Investors
    Services
    • Subscription
    • KYC
    • Managed KYC
    • Tax
    • MLRO
    Learn more
    • Request a demo
    • Become a partner
  • Partners
    Back
    close
    Partners
    Let's work together

    To give investors a better experience

    • FIS investor onboarding services with IDR
    • StepStone in alliance with IDR
    • Oakbridge in alliance with IDR
    • Waystone in alliance with IDR
  • News
    Back
    close
    News
    • News & insights
    • Podcasts
  • About us
    Back
    close
    About us
    The IDR Group

    The trusted hub of the global private markets

    About IDR
    • Our team
    • ESG
    • Contact us
    News
    • Episode 6 – insIDR Podcast
    • Episode 5 – insIDR Podcast
    • IDR Launches Next Generation Fund Subscription for the Private Markets
  • Careers
    Back
    close
    Careers
    Welcome to real FinTech

    Our people are instrumental in shaping our business. Come join our team!

    Overview
    • Careers at IDR Group
    • Life at IDR
    • Current vacancies
  • Guides & support
Get a demo Log in Request a demo

Home > Homepage

User guides and support

A collection of user guides to help you navigate our platform.

Overall user guide

A step-by-step guide to help you get started on our platform.

Adding and removing a profile user

Learn how to add or remove a user and manage user permissions.

Uploading and deleting documents

How to upload or remove documents on your profile.

Changing settings and forgotten passwords

Passwords, security questions and setting up Google Authenticator.

Evidence requirements

A guide on the types of documentation that will be accepted as evidence on your profile.

Due Diligence guide - Individual

Steps to complete the due diligence section of your profile for an individual.

Due Diligence guide - Entity

Steps to complete the due diligence section of your profile for an entity.

Declaration and reconfirming the Declaration

How to sign the declaration on your profile to confirm the evidence given is true and accurate.

Our solution
  • Service providers
  • Fund managers
  • Investors
  • Partners
Resources
  • News & insights
About us
  • Our team
  • Careers
  • ESG
  • Contact us
Terms of business
  • Privacy policy
  • Cookie policy
  • FAQs

Copyright © The ID Register (Holdings) Limited 2023