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Anti-Money Laundering
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Setup Wizard

The set up wizard is a tool that allows you to customize your documents quickly and easily online. If you have purchased documents that have a set up wizard option, you can click on “Use Wizard” (below each item) to customize it. Once the online customization is complete, you will be able to select “Download Customized Document.”

The set up wizard will also save the information that you have entered, and you can return to update that information anytime.