Provision record
Wise · Wise Terms of Use · View original document ↗

Customer Due Diligence and USA PATRIOT ACT Identity Verification

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Document Record

What it is

Federal law under the USA PATRIOT ACT requires Wise to collect and verify identity information from all account holders, including name, address, date of birth, and identifying documents such as a driver's license. Wise may also conduct checks on other parties involved in transactions, including recipients.

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 establishes the legal basis for mandatory identity verification at account opening and authorizes additional due diligence checks on third parties involved in transactions. Failure to provide required information may result in account restriction or closure under Section 6.7.

Recent Activity

This document changed recently

Medium May 15, 2026

The updated terms now authorize Wise to accept incoming funds via FedNow, a new instant payment service. The agreement states that FedNow transactions are processed in real time and generally cannot be canceled or reversed once completed, distinguishing them from traditional transfers that may have reversal windows. The terms also establish that Wise may decline any incoming FedNow transaction at its discretion where required for security, compliance, or operational reasons, without specifying advance notice or appeal procedures. Users receiving FedNow payments should understand that such transfers become final immediately upon completion.

View change record →

Clause Stability Stable

0
Changes
4
Months Monitored
Jul 9, 2026
First Seen
Jul 9, 2026
Last Seen

Consumer impact (what this means for users)

Under this clause, consumers must provide accurate identity information including name, address, date of birth, and identifying documents as a condition of account opening and maintenance. Wise may also perform checks on transaction recipients, and may restrict or close accounts if required information cannot be obtained or verified.

Cross-platform context

See how other platforms handle Customer Due Diligence and USA PATRIOT ACT Identity Verification and similar clauses.

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▸ View Original Clause Language DOCUMENT RECORD
"
To help the government fight the funding of terrorism and money laundering activities, Federal law, under the USA PATRIOT ACT, requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. This means that when you open an account, we will ask for your name, address, date of birth, and other information that will allow us to identify you. We may also ask to see your driver's license or other identifying documents.

Excerpt from Wise's Terms of Use

ConductAtlas Analysis

Institutional analysis (regulatory & governance intelligence)

1.

Insight

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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 →

Provision details

Document information
Document
Wise Terms of Use
Entity
Wise
Document last updated
May 5, 2026
Tracking information
First tracked
May 20, 2026
Last verified
July 9, 2026
Record ID
CA-P-014132
Document ID
CA-D-00526
Evidence Provenance
Source URL
Wayback Machine
Content hash (SHA-256)
561266d11f984a2eb3eab7608e74f5c481a231a012a4ed1cb0115da73c83c5e7
Analysis generated
May 20, 2026 22:59 UTC
Methodology
Evidence
✓ Snapshot stored   ✓ Hash verified
Citation Record
Entity: Wise
Document: Wise Terms of Use
Record ID: CA-P-014132
Captured: 2026-05-20 22:59:22 UTC
SHA-256: 561266d11f984a2e…
URL: https://conductatlas.com/platform/wise/wise-terms-of-use/provision/CA-P-014132/customer-due-diligence-and-usa-patriot-act-identity-verification/
Accessed: Sept. 8, 2026
Permanent archival reference. Stable identifier suitable for legal filings, compliance documentation, and research citation.
Classification
Severity
Low
Categories

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Frequently Asked Questions

What does Wise's Customer Due Diligence and USA PATRIOT ACT Identity Verification clause do?

This provision establishes the legal basis for mandatory identity verification at account opening and authorizes additional due diligence checks on third parties involved in transactions. Failure to provide required information may result in account restriction or closure under Section 6.7.

How does this clause affect you?

Under this clause, consumers must provide accurate identity information including name, address, date of birth, and identifying documents as a condition of account opening and maintenance. Wise may also perform checks on transaction recipients, and may restrict or close accounts if required information cannot be obtained or verified.

Is ConductAtlas affiliated with Wise?

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