In order to make Veriphy visible in your account you will need to follow the following steps:
You'll need to have a Veriphy account;
Ask Advicefront to enable Veriphy in the Firm Process Settings section so your Firm can use it;
Advicefront will set up with Veriphy your details;
Enable yourself in Your Settings/Integrations so you can use it.
See the example below:
Client's name: Heather Russell
Click the cog to Verify Heather’s ID
Verification process can begin
Data from the Fact Find is shown on screen but is editable.
Name, Gender, DoB and Address are mandatory.
The request is done offline, you will find out via the notification process.
If you click the notification bell it will take you to the Documents area, where the completed report can be found. Also, Heather now has a green tick to show she has successfully passed the ID and AML check.
Heather can be reverified the same way at any time (and cost).
Feel free to get in touch if you have further questions! 😃