Upload records for wealth screening and retrieve results

For authorized Wealth Analytics users. Features and result access depend on your school’s subscription and your permissions.

How to use

Open the Wealth Analytics upload area and use the expected CSV schema. Upload the file, inspect the review page and column guidance, and approve only after checking the records. Retrieve results through the available download/history controls once processing completes.

Before you begin

The upload flow rejects missing column headers, empty header names, missing required headers, and unsupported headers. Review also reports recommended fields. Approval queues external screening rather than immediately returning results.

The application displays an estimated processing message of 48 hours and an email notification when ready. Treat this as an estimate, not a contractual turnaround guarantee. Summary-only/free screening configurations can differ from full result delivery.

Troubleshooting

Check the required/allowed headers and current screening access. If delivery is unavailable, ask the school administrator/support about the school’s configuration. Do not represent screening estimates as personal financial facts.