Client handoff Using a secure link, your client can take or upload a photo of their visa card.
Your client will receive an an SMS from Persona that says: “Ethos Life one-time link”.
Have them click the link to go to the secure identity verification page.
Email and SMS will be prefilled based on what you entered for your client at the beginning of the app.
Make sure your client chooses the option that corresponds with their documentation.
Have them click “Verify identity”
ethos.com
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