The customer receives an email or SMS that takes them to Shift Online to complete their registration. The requested steps are:
- Verify identity
- Provide privacy consent
- Connect the relevant business bank account or accounts.
What your customer sees:
Agree to Shift’s Privacy consent
Verify identify information
Establish bank connection with Shift’s Streaming Data Service
Broker view: Your customer’s registration status
You can return to the customer’s profile in Shift Connect to check which steps are complete and which still need action.