In order to make Veriphy active in your account you will need to follow the following steps:
Contact Veriphy to create an account, follow this link to request the set up: https://veriphy.com/advicefront-sign-up/;
Request Veriphy the access credentials for the set up;
Our team will receive and set up the credentials to access Veriphy;
The support team will confirm as soon as the setup is complete;
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! 😃