Submit an investor self-categorization statement
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Submit an investor self-categorization statement
with Uphold · KYC & Customer Due Diligence Management
Works with AI assistants
Use Uphold: its Uphold KYC API lets you submit an investor self-categorization statement in a single step (PATCH /core/kyc/processes/self-categorization-statement). Uphold also has an MCP server, so an AI assistant like Claude or ChatGPT can do it for you. capabilities.work can help you get signed up and connected.
- How do I record a user's investor self-categorization statement?
- Can a user update how they categorize themselves as an investor?
Say it to your AI assistant
- Submit self-categorization statement {input}.
- Update my investor self-categorization to {input}.
For your developer
PATCH /core/kyc/processes/self-categorization-statement in Uphold KYC API. Full spec on APIs.io.