{"id":5392,"date":"2024-03-08T16:18:47","date_gmt":"2024-03-08T16:18:47","guid":{"rendered":"https:\/\/www.wealthtime.com\/advisers\/?p=5392"},"modified":"2024-03-08T16:19:09","modified_gmt":"2024-03-08T16:19:09","slug":"how-to-add-verified-bank-details-for-clients","status":"publish","type":"post","link":"https:\/\/www.wealthtime.com\/advisers\/blog\/2024\/03\/08\/how-to-add-verified-bank-details-for-clients\/","title":{"rendered":"How to add verified bank details for clients"},"content":{"rendered":"\n<p><strong>How to add verified bank details for clients<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-embed aligncenter is-type-video is-provider-vimeo wp-block-embed-vimeo wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Wealthtime_How to: Complete bank verification?\" src=\"https:\/\/player.vimeo.com\/video\/921167708?dnt=1&amp;app_id=122963\" width=\"500\" height=\"281\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture; clipboard-write; encrypted-media; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\"><\/iframe>\n<\/div><\/figure>\n\n\n\n<p>You\u2019ll need to set up bank details for any investor requiring an ad hoc payment, or any regular withdrawals, or income.<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>From the platform homepage, search for the investor using their name or investor number.<\/li>\n\n\n\n<li>Next, from the investor summary page, select maintenance, and then investor details from the dropdown menu.<\/li>\n\n\n\n<li>Scroll down to the bank account details section. Here, you\u2019ll be able to see if the investor already holds a verified bank account. If they don\u2019t hold one, or you\u2019d like to add another one, select the \u2018add bank account\u2019 button.<\/li>\n\n\n\n<li>On this page, add the investor\u2019s sort code, account number and account name. Then press submit. We\u2019ll then complete our bank verification checks.<\/li>\n\n\n\n<li>If the investor\u2019s bank details pass the checks, the account will be verified straight away. If the initial checks fail, you can send the investor a biometric verification link, or upload the supporting documents shown on screen. Please be aware that biometric verification isn\u2019t available for company and trust accounts.<\/li>\n<\/ol>\n\n\n\n<p>In Report Zone, you can check which of your clients currently hold verified bank details.<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>From the platform homepage, click on report zone. From the \u2018reports about clients and wrappers\u2019 drop down, select \u2018bank verification\u2019.<\/li>\n\n\n\n<li>This report shows each of your clients and confirms whether they hold verified bank details.<\/li>\n\n\n\n<li>Thanks for watching our help video. If you have any questions, please get in touch with our team.<\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"<p>How to add verified bank details for clients You\u2019ll need to set up bank details for any investor requiring an ad hoc payment, or any regular withdrawals, or income. In Report Zone, you can check which of your clients currently hold verified bank details.<\/p>\n","protected":false},"author":5,"featured_media":5035,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[70],"tags":[],"class_list":["post-5392","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-wealthtime"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>How to add verified bank details for clients - Advisers<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.wealthtime.com\/advisers\/blog\/2024\/03\/08\/how-to-add-verified-bank-details-for-clients\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to add verified bank details for clients - Advisers\" \/>\n<meta property=\"og:description\" content=\"How to add verified bank details for clients You\u2019ll need to set up bank details for any investor requiring an ad hoc payment, or any regular withdrawals, or income. 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