Send identity verification invite and reminder to clients
Send identity verification invite and reminder to clients
Your clients miss bank identity verification links, delaying payouts and blocking account activation. You get an immediate invite plus a 24-hour reminder so setups complete ahead of the next billing run.
Overview
Stop onboarding stalls caused by missed identity steps — this flow finds the related task, sends the verification link, updates status, and follows up automatically. That reduces manual chasing and helps complete bank setups within 24 hours of session start.