Provision record
Wise · Wise Terms of Use (Superseded URL) · View original document ↗

Customer Due Diligence and Identity Disclosure

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Document Record

What it is

Wise discloses account information and transfer details to third parties including credit bureaus, merchants, and government agencies under five enumerated conditions, and conducts customer due diligence checks on users and their transaction counterparties as required by applicable law.

This analysis describes what Wise's agreement states, permits, or reserves. It does not constitute a legal determination about enforceability. Regulatory applicability and practical outcomes may vary by jurisdiction, enforcement context, and individual circumstances. Read our methodology

ConductAtlas Analysis

Why it matters (compliance & governance perspective)

This provision discloses the five categories of circumstances under which Wise shares account and transaction information with third parties, including government agency and court order compliance. The authority to conduct due diligence on recipients as well as account holders extends the identity verification scope beyond the primary user.

Interpretive note: The catch-all disclosure category in Section 6.4(v) is not defined with specificity, and the full scope of disclosures covered by the Privacy Policy incorporated by reference is not visible in this document.

Recent Activity

This document changed recently

Medium Jul 28, 2026

The updated terms extend the deadline for reporting transaction errors from 60 days to 120 days for all transactions except Send Money transfers. The 120-day period begins either from the first day you could see the error in your online account history or the day Wise sent the first written statement showing the error, whichever comes first. This change gives account holders twice as long to identify and report discrepancies before losing the right to dispute them.

View change record →

Clause Stability Stable

0
Changes
5
Months Monitored
Jul 9, 2026
First Seen
Jul 9, 2026
Last Seen

Consumer impact (what this means for users)

The agreement states that Wise will share account information and transfer details with credit bureaus, merchants, government agencies, and other third parties under the five enumerated conditions in Section 6.4. Additionally, Wise conducts identity verification and due diligence on users and, in some cases, on the recipients of transfers.

Cross-platform context

See how other platforms handle Customer Due Diligence and Identity Disclosure and similar clauses.

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▸ View Original Clause Language DOCUMENT RECORD
"
We are required by law to conduct certain security and customer due diligence checks on you to provide any Services to you and allow you to have and maintain a Wise Account. Sometimes, we might also need to perform checks on other parties involved in a particular transaction (for example, on your recipient). We will disclose information to third parties about your account or the transfers you make: (i) where it is necessary for completing transfers, or (ii) in order to verify the existence and condition of your account for a third party, such as a credit bureau or merchant, or (iii) in order to comply with government agency or court orders, or (iv) if you give us your written permission, or (v) as otherwise necessary to fulfill our obligations under this Agreement.

Excerpt from Wise's Terms of Use (Superseded URL)

ConductAtlas Analysis

Institutional analysis (regulatory & governance intelligence)

1.

Insight

Unlock the full institutional analysis

Enforcement risk, jurisdiction flags, contract triggers, and due diligence action items.

Applicable agencies

  • Consumer Financial Protection Bureau (cfpb)
    Regulates consumer financial products and services. Can investigate companies for unfair, deceptive, or abusive financial practices including improper fees, billing errors, and data misuse.
    Who can file: Anyone who has used a consumer financial product or service in the US
    What you need: Account number or details, dates of transactions or events, description of the issue, and any supporting documents
    What to expect: The company must respond within 15 days. The CFPB forwards your complaint and may use it in enforcement actions. Individual compensation is possible in some cases.
    File a complaint →
  • Federal Trade Commission (ftc)
    Oversees unfair or deceptive business practices and can investigate companies that mislead consumers about data collection, sharing, or use.
    Who can file: Anyone affected by the company's practices (US or international)
    What you need: Your account details, a timeline of relevant events, and a description of the specific issue
    What to expect: Complaints inform FTC enforcement priorities and investigations but do not result in individual resolution or compensation
    File a complaint →

Provision details

Document information
Document
Wise Terms of Use (Superseded URL)
Entity
Wise
Document last updated
May 5, 2026
Tracking information
First tracked
May 21, 2026
Last verified
July 9, 2026
Record ID
CA-P-014006
Document ID
CA-D-00265
Evidence Provenance
Source URL
Wayback Machine
Content hash (SHA-256)
561266d11f984a2eb3eab7608e74f5c481a231a012a4ed1cb0115da73c83c5e7
Analysis generated
May 21, 2026 00:40 UTC
Methodology
Evidence
✓ Snapshot stored   ✓ Hash verified
Citation Record
Entity: Wise
Document: Wise Terms of Use (Superseded URL)
Record ID: CA-P-014006
Captured: 2026-05-21 00:40:14 UTC
SHA-256: 561266d11f984a2e…
URL: https://conductatlas.com/platform/wise/wise-terms-of-use-superseded-url/provision/CA-P-014006/customer-due-diligence-and-identity-disclosure/
Accessed: Sept. 8, 2026
Permanent archival reference. Stable identifier suitable for legal filings, compliance documentation, and research citation.
Classification
Severity
Medium
Categories

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Frequently Asked Questions

What does Wise's Customer Due Diligence and Identity Disclosure clause do?

This provision discloses the five categories of circumstances under which Wise shares account and transaction information with third parties, including government agency and court order compliance. The authority to conduct due diligence on recipients as well as account holders extends the identity verification scope beyond the primary user.

How does this clause affect you?

The agreement states that Wise will share account information and transfer details with credit bureaus, merchants, government agencies, and other third parties under the five enumerated conditions in Section 6.4. Additionally, Wise conducts identity verification and due diligence on users and, in some cases, on the recipients of transfers.

Is ConductAtlas affiliated with Wise?

No. ConductAtlas is an independent monitoring service. We are not affiliated with, endorsed by, or sponsored by Wise.