How do I schedule an appointment for due diligence via Video Call?

Q: How do I schedule an appointment for due diligence via Video Call?

CLIENT VIDEO CALL Clients can use the button above or log in to Client Portal to schedule an appointment for due diligence via Video Call: Click the Notifications (bell) icon Click Pending Items Click on View next to Schedule Appointment for Due Diligence via Video Call Select appointment date and time and click Continue Once the request is accepted you will receive a Confirmation Message with the invitation link in Client Portal . Once you receive the confirmation message to successfully complete the video verification task: This interview should take around 15 minutes. Click on the invitation link within the confirmation message to join the video call at the scheduled time and date. Kindly note that the link is only available from the time of the scheduled video call and valid within one hour. If you miss your video call, please arrange the new one. Please prepare your ID document and make sure that no other person is present in the room during the call. Kindly note that if you live in the country which you are not a national, you will need to use your passport as an ID document. Please have your mobile phone with you, so we can send an SMS for two-factor authentication.

Question

Accepted Answer

CLIENT VIDEO CALL

Clients can use the button above or log in to Client Portal to schedule an appointment for due diligence via Video Call:

Click the Notifications (bell) icon
Click Pending Items
Click on View next to Schedule Appointment for Due Diligence via Video Call
Select appointment date and time and click Continue
Once the request is accepted you will receive a Confirmation Message with the invitation link in Client Portal.

Once you receive the confirmation message to successfully complete the video verification task:

This interview should take around 15 minutes.
Click on the invitation link within the confirmation message to join the video call at the scheduled time and date. Kindly note that the link is only available from the time of the scheduled video call and valid within one hour. If you miss your video call, please arrange the new one.
Please prepare your ID document and make sure that no other person is present in the room during the call. Kindly note that if you live in the country which you are not a national, you will need to use your passport as an ID document.
Please have your mobile phone with you, so we can send an SMS for two-factor authentication.