Verification and limits

Source of Funds and Source of Wealth

Last updated

Direct answer

Source of funds explains where the money used for transactions came from, while source of wealth explains how your overall wealth was accumulated.

Select the categories that apply in the enhanced-verification form, describe them clearly and upload current evidence that supports the same story.

Source of funds evidence, permalink

The current enhanced-verification workflow offers the categories below. The examples mirror the customer form and do not describe Flow Crypto's internal monitoring rules.

Source selected in the formEvidence requested in the workflow
Employment incomeRecent payslip, employment contract or bank statement showing salary deposits
Self-employment / businessBusiness financials, tax return or invoices
Investment returnsInvestment account statement or portfolio report
Rental incomeTenancy agreement or rental income statements
Property saleSale and purchase agreement or settlement statement
Sale of shares / securitiesBrokerage statement showing the sale
Crypto trading profitsExchange account statement or trade history
KiwiSaver withdrawalKiwiSaver withdrawal confirmation
InheritanceGrant of probate, will or solicitor letter
GiftGift declaration letter with donor details
Loan proceedsLoan agreement or approval letter
Legal settlementCourt order or settlement agreement
Government benefitBenefit confirmation letter
OtherSupporting documentation for the source described

Source of wealth categories, permalink

The current form can record salary or savings, business ownership, property or real estate, investments or shares, inheritance, a retirement fund, or another source. Describe how the source accumulated over time and keep it consistent with the documents you provide.

Selecting more than one category is appropriate when several sources genuinely contribute. Do not select a category only because its evidence is easier to obtain.

Prepare your upload, permalink

  1. 1Use PDF, JPEG or PNG files accepted by the dashboard.
  2. 2Make the account holder, issuer, relevant dates and transaction or balance information readable.
  3. 3Include enough pages to connect the evidence to the source you described.
  4. 4Upload through the authenticated verification flow, not ordinary email, unless support gives a secure alternative.

Note: Flow Crypto may ask for different or additional evidence when the submitted documents do not establish the source clearly.