Send Request
Step 1: Receive email or text
Step 1: Receive email or textStep 2: Preview the process
Step 2: Preview the processStep 3: Validate device
Step 3: Validate deviceStep 4: Select transfer amount
Step 4: Select transfer amountStep 5 (Optional): Review Money Protection Plan
Step 5 (Optional): Review Money Protection PlanStep 6: Continue to wire instructions
Step 6: Continue to wire instructionsStep 7: Download PDF with wire instructions
Step 7: Download PDF with wire instructionsStep 8: Preview PDF examples
Step 8: Preview PDF examplesSend Request
Step 1: Receive email or text
Step 1: Receive email or textStep 2: Preview the process
Step 2: Preview the processStep 3: Validate device
Step 3: Validate deviceStep 4: Select transfer amount
Step 4: Select transfer amountStep 5 (Optional): Review Money Protection Plan
Step 5 (Optional): Review Money Protection PlanStep 6: Continue to wire instructions
Step 6: Continue to wire instructionsStep 7: Download PDF with wire instructions
Step 7: Download PDF with wire instructionsStep 8: Preview PDF examples
Step 8: Preview PDF examples
Collect Request
Step 1: Receive email or text
Step 1: Receive email or textStep 2: Preview the process
Step 2: Preview the processStep 3: Validate device
Step 3: Validate deviceStep 4: Validate identity with personal details
Step 4: Validate identity with personal detailsStep 5 Validate identity with knowledge-based questions
Step 5 Validate identity with knowledge-based questionsStep 6: Enter bank account details
Step 6: Enter bank account detailsStep 7: Review final bank account details
Step 7: Review final bank account detailsStep 8: View account details
Step 8: View account detailsStep 9: (Optional) Preview PDF examples
Step 9: (Optional) Preview PDF examplesCollect Request
Step 1: Receive email or text
Step 1: Receive email or textStep 2: Preview the process
Step 2: Preview the processStep 3: Validate device
Step 3: Validate deviceStep 4: Validate identity with personal details
Step 4: Validate identity with personal detailsStep 5 Validate identity with knowledge-based questions
Step 5 Validate identity with knowledge-based questionsStep 6: Enter bank account details
Step 6: Enter bank account detailsStep 7: Review final bank account details
Step 7: Review final bank account detailsStep 8: View account details
Step 8: View account detailsStep 9: (Optional) Preview PDF examples
Step 9: (Optional) Preview PDF examples
Confirm Request
Step 1: Receive email or text
Step 1: Receive email or textStep 2: Preview the process
Step 2: Preview the processStep 3: Validate device
Step 3: Validate deviceStep 4: Validate identity with personal details
Step 4: Validate identity with personal detailsStep 5: Validate identity with knowledge-based questions
Step 5: Validate identity with knowledge-based questionsStep 6: Review account details
Step 6: Review account detailsStep 7: Download PDF with confirmed bank account details
Step 7: Download PDF with confirmed bank account detailsStep 8: Preview of PDF examples
Step 8: Preview of PDF examplesConfirm Request
Step 1: Receive email or text
Step 1: Receive email or textStep 2: Preview the process
Step 2: Preview the processStep 3: Validate device
Step 3: Validate deviceStep 4: Validate identity with personal details
Step 4: Validate identity with personal detailsStep 5: Validate identity with knowledge-based questions
Step 5: Validate identity with knowledge-based questionsStep 6: Review account details
Step 6: Review account detailsStep 7: Download PDF with confirmed bank account details
Step 7: Download PDF with confirmed bank account detailsStep 8: Preview of PDF examples
Step 8: Preview of PDF examplesStep 1: Receive email or text
Instruct your client to open the CertifID email or text message sent to them by your company.
They will select the ‘Confirm Account Information’ button or the link in the text to continue.
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