Send Request
Step 1: Receive email or text
Step 2: Preview the process
Step 3: Validate device
Step 4: Select transfer amount
Step 5 (Optional): Review Money Protection Plan
Step 6: Continue to wire instructions
Step 7: Download PDF with wire instructions
Step 8: Preview PDF examples
Send Request
Step 1: Receive email or text
Step 2: Preview the process
Step 3: Validate device
Step 4: Select transfer amount
Step 5 (Optional): Review Money Protection Plan
Step 6: Continue to wire instructions
Step 7: Download PDF with wire instructions
Step 8: Preview PDF examples
Collect Request
Step 1: Receive email or text
Step 2: Preview the process
Step 3: Validate device
Step 4: Validate identity with personal details
Step 5 Validate identity with knowledge-based questions
Step 6: Enter bank account details
Step 7: Review final bank account details
Step 8: View account details
Step 9: (Optional) Preview PDF examples
Collect Request
Step 1: Receive email or text
Step 2: Preview the process
Step 3: Validate device
Step 4: Validate identity with personal details
Step 5 Validate identity with knowledge-based questions
Step 6: Enter bank account details
Step 7: Review final bank account details
Step 8: View account details
Step 9: (Optional) Preview PDF examples
Confirm Request
Step 1: Receive email or text
Step 2: Preview the process
Step 3: Validate device
Step 4: Validate identity with personal details
Step 5: Validate identity with knowledge-based questions
Step 6: Review account details
Step 7: Download PDF with confirmed bank account details
Step 8: Preview of PDF examples
Confirm Request
Step 1: Receive email or text
Step 2: Preview the process
Step 3: Validate device
Step 4: Validate identity with personal details
Step 5: Validate identity with knowledge-based questions
Step 6: Review account details
Step 7: Download PDF with confirmed bank account details
Step 8: Preview of PDF examples

Step 3: Validate device

Your client will select how they would like to receive the security code to validate their device. Once received, they will enter the code sent to them via phone call or text & select ‘Continue’.

Step 3: Validate device
Step 3: Validate deviceStep 3: Validate device
Step 3: Validate deviceStep 3: Validate device
Step 3: Validate deviceStep 3: Validate device