TLDR: To start the Source of Funds task, select ‘Begin’ on your task list, review the requirements, and tap ‘Begin’ again to share your details. The task has sections that may be initially greyed out but can be accessed by tapping ‘Begin’.
Getting Started
On your task list, select ‘Begin’ on the Source of Funds task. You will then see a screen explaining what you’ll need in order to complete the task, and why it is necessary. Tap ‘Begin’ again at the bottom of the screen to start sharing your details.
Providing your details
The task is broken down into different sections. Certain sections may be greyed out initially, but you can work your way through them by tapping on ‘Begin’.