Application flow Clients may be asked to complete multiple identity verification checks, hereʼs what to expect:
ITIN HOLDERS: Will be directed to
At the end of the application, your client will need to upload their Visa or EAD. ITIN holders will skip this step.
complete government ID upload and selfie check.
SSN HOLDERS: SSN holders who do not pass our initial verification checks, will be required to complete government ID upload and selfie check.
Youʼll be asked to enter your clients legal name, email address, and physical address.
Youʼll continue the main application with your client, answering health and lifestyle questions.
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