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 5 (Optional): Review Money Protection Plan
This plan would protect your client if they were to fall victim to wire fraud after not following the wiring instructions sent through CertifID.
Important Reminder: Make sure they know to only follow the wiring instructions sent through CertifID. If they receive other wiring instructions, ask them to reach out to your company immediately.
If your client chooses to proceed with the protection plan, they will view these screens before continuing to Step 6.