Plaid Session

Complete a Plaid identity verification session: 

  1. Follow the instructions via Plaid to complete this step. 

    a. View thisđź”—Plaid tutorial for additional help tips.  

    b. Enter your phone number. 

    c. Enter the confirmation code you received via text to complete your verification. 

  2. ⬆️ Upload the SAME 🪪 identification you added to the State/Federal ID section of your application. 

    a. For example: If you used your driver's license for Plaid, you should upload the same driver's license to the application portal. 

  3. You MUST submit a selfie video. We đźš« CANNOT ACCEPT a selfie photo. 

    a. Follow the instructions in Plaid to complete this short selfie video verification. 

  4. After you complete this step with Plaid, finish ALL needed changes before you hit âś… SUBMIT on your application so our team can review your plaid verification. 

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Tax Documents

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Proof of Business Operating Address