Client handoff Using a secure email link, your client can take or upload a photo of their visa card
Your client will receive an email from Persona, subject line: “Ethos Life one-time link”.
Have them open it and click “Verify identity”
Enter your clientʼs email address to send them a secure link.
Make sure your client chooses the option that corresponds with their documentation.
If your client canʼt find the email, make sure they check their spam folder.
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