Agent action ITIN holders will be asked to upload a picture of their government ID.
Identity verification is provided through our third-party partner, Persona.
For ITIN holders and some SSN holders, we require a photo of a valid government ID that includes your legal name, date of birth, and a photo.
Choose “Continue on another device” to send your client a secure email link. When your client clicks the link, theyʼll go to a page where they can take or upload a photo of their government ID.
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