{"id":4887,"date":"2024-01-10T09:06:51","date_gmt":"2024-01-10T09:06:51","guid":{"rendered":"https:\/\/www.wealthtime.com\/advisers\/?post_type=blog&#038;p=4887"},"modified":"2024-04-04T14:51:24","modified_gmt":"2024-04-04T14:51:24","slug":"wealthtime-platform-enhancement-online-verification-check","status":"publish","type":"blog","link":"https:\/\/www.wealthtime.com\/advisers\/blog\/wealthtime-platform-enhancement-online-verification-check\/","title":{"rendered":"Wealthtime Platform enhancement: online verification check"},"content":{"rendered":"\n<p>We are introducing new online verification functionality to the <a href=\"https:\/\/www.wealthtime.com\/advisers\/wealthtime\/\">Wealthtime Platform<\/a> to cut the time it takes to complete data protection checks when calling us.<\/p>\n\n\n\n<p>The new functionality is available now. It improves on our current process by making things significantly more efficient, whilst maintaining the same high standards of security.<\/p>\n\n\n\n<p><strong>Online verification process<\/strong><\/p>\n\n\n\n<p>As before, our client services agent will check your contact details (your name, firm name, and role in the business).<\/p>\n\n\n\n<p>You\u2019ll be asked to confirm your web user account id. This will be visible on your home page.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"561\" height=\"109\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2024\/01\/image.png\" alt=\"\" class=\"wp-image-4888\" style=\"width:612px;height:auto\" srcset=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2024\/01\/image.png 561w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2024\/01\/image-300x58.png 300w\" sizes=\"auto, (max-width: 561px) 100vw, 561px\" \/><\/figure>\n<\/div>\n\n\n<p><\/p>\n\n\n\n<p>Our agent will request verification from within the system. When instructed, click on the &#8216;Verify Me&#8217; link next to your web user account id. A pop-up will then appear on your screen.<\/p>\n\n\n\n<p>From the pop-up, select &#8216;Verify&#8217; and we\u2019ll be able to discuss any clients that are assigned to you.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"561\" height=\"130\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2024\/01\/image-1.png\" alt=\"\" class=\"wp-image-4889\" style=\"width:617px;height:auto\" srcset=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2024\/01\/image-1.png 561w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2024\/01\/image-1-300x70.png 300w\" sizes=\"auto, (max-width: 561px) 100vw, 561px\" \/><\/figure>\n<\/div>\n\n\n<p>Please note: if you&#8217;re not able to log in to Adviser Zone you can still speak to our team by going through the existing manual verification process.<\/p>\n\n\n\n<p>To find out more, <a href=\"https:\/\/www.wealthtime.com\/advisers\/contact\/\">speak to our team today.<\/a><\/p>\n","protected":false},"author":5,"featured_media":4581,"template":"","class_list":["post-4887","blog","type-blog","status-publish","has-post-thumbnail","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.8 - 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