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We copied it into your account at signup, one template for the kind of practice you chose, or Client KYC if you chose none.

When you created your account, we copied one template into it. It is the template made for the kind of practice you chose. If you chose none, or chose Other, it is Client KYC.

In the request builder, your templates sit under Start from a template, beside Blank. The builder may also show a separate Client KYC example that every account sees. That example is not the template copied into your account.

What each template asks for is listed in the starter templates. Your copy is your own from then on. You can change or delete it. A change is saved as a new template. We do not change it again. A change to it affects no other account.