--- title: Creating FINTRAC description: An agent may provide you with their clients identification for you to create a FINTRAC. --- [Skip to content](https://info.regoteam.com/knowledge/creating-fintrac#main-content) English Show submenu for translations ![Untitled design (1)-4.png\]](https://info.regoteam.com/hs-fs/hubfs/Untitled%20design%20(1)-4.png?height=40&name=Untitled%20design%20(1)-4.png) - Home - Products - Pricing - Blog - Company Open main navigation Close main navigation - Home - Products - Pricing - Blog - Company - English Show submenu for translations How can we help you? - There are no suggestions because the search field is empty. 1. [Corcoran Horizon Knowledgebase](https://info.regoteam.com/knowledge?hsLang=en) 2. [Resale Operations](https://info.regoteam.com/knowledge/resale-operations?hsLang=en) 3. [Agent Support](https://info.regoteam.com/knowledge/resale-operations?hsLang=en#agent-support) # Creating FINTRAC ## An agent may provide you with their clients identification for you to create a FINTRAC. #### Instructions 1. Log-in to Matrix 2. Go to **Tools** and then **Webforms** 3. Go to **impersonate agent**, **select the agent**, and choose **yes** to impersonate 4. Open the transaction and click **go to forms** 5. Open the **FINTRAC** 6. Fill in the following fields (see example FINTRAC below): **[FINTRAC Example](https://info.regoteam.com/hubfs/FINTRAC%20-%20Individual%20Identification%20Information%20Record%20-%20(CREA).pdf?hsLang=en)** ![](blob:https://regorealty.atlassian.net/04c9ab9d-2a84-4127-afd2-124bbe259f0f#media-blob-url=true&id=173f932e-f2d4-49ee-ba10-55d73c34e2bc&collection=contentId-579076123&contextId=579076123&mimeType=application%2Fpdf&name=FINTRAC%20-%20Individual%20Identification%20Information%20Record%20-%20(CREA).pdf&size=267174&width=312&height=250&alt=) a) Transaction property address: the property that is involved in the transaction b) Name of sales representative and brokerage name c) Date information Verified d) In the verification of individual section please fill in information from the ID (full legal name, full address on ID, date of birth, and occupation) e) Federal/Provincial/Territorial Government-Issued Photo ID: fill in type of document, document ID number, issuing jurisdiction, country, and expiry date f) Client Risk (on page 3) : check off status (usually Canadian citizen or resident physically present) g) Purpose and Intended Nature of Business Relationship: check type of property - 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