Platform guides

Verification Guide

Identity verification is part of the account setup process. The Client Portal will show which documents are required and how they should be submitted.

  • Guide 3 of 10
  • Beginner to intermediate
  • 7 min read

Submitting your documents

  1. Choose the document type

    Select the relevant identification option shown in the portal, such as an ID or passport, and provide the requested document details.

  2. Upload clear images

    Make sure images are readable and show the full required document area. Follow the portal instructions for acceptable file types, image quality and file size.

  3. Front and back images

    Some identity documents require separate front and back images. Upload each side in the correct field.

  4. Selfie with ID

    Where requested, follow the on-screen example carefully so both the user and identification document are visible as required.

  5. Status updates

    After submission, the document status may show as pending while it is reviewed. Once approved, the onboarding flow can continue.

Ready to Get Started?

Log in to your Client Portal to follow these steps in your own account.

Go to Client Portal

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