Send Request
Step 1: Receive email or text
Step 1: Receive email or text Step 2: Preview the process
Step 2: Preview the process Step 3: Validate device
Step 3: Validate deviceStep 4: Select transfer amount
Step 4: Select transfer amount Step 5 (Optional): Review Money Protection Plan
Step 5 (Optional): Review Money Protection Plan Step 6: Continue to wire instructions
Step 6: Continue to wire instructions Step 7: Download PDF with wire instructions
Step 7: Download PDF with wire instructions Step 8: Preview PDF examples
Step 8: Preview PDF examplesSend Request
Step 1: Receive email or text
Step 1: Receive email or text Step 2: Preview the process
Step 2: Preview the process Step 3: Validate device
Step 3: Validate deviceStep 4: Select transfer amount
Step 4: Select transfer amount Step 5 (Optional): Review Money Protection Plan
Step 5 (Optional): Review Money Protection Plan Step 6: Continue to wire instructions
Step 6: Continue to wire instructions Step 7: Download PDF with wire instructions
Step 7: Download PDF with wire instructions Step 8: Preview PDF examples
Step 8: Preview PDF examples
Collect Request
Step 1: Receive email or text
Step 1: Receive email or text Step 2: Preview the process
Step 2: Preview the process Step 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 text Step 2: Preview the process
Step 2: Preview the process Step 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 text Step 2: Preview the process
Step 2: Preview the process Step 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 details Step 8: Preview of PDF examples
Step 8: Preview of PDF examplesConfirm Request
Step 1: Receive email or text
Step 1: Receive email or text Step 2: Preview the process
Step 2: Preview the process Step 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 details Step 8: Preview of PDF examples
Step 8: Preview of PDF examples
Have questions?
If you have any questions, please reach out to our support team. We will be happy to help you out. Contact us.
Step 1: Receive email or text
Your client will open the CertifID email or text message you send them. They will select the ‘Get Started’ button or the link in the text to continue.
