Included as part of the Customer Due Diligence Toolkit is the option to have your client upload a Selfie via your secure branded forms.

Having a new or unknown client provide a 'Selfie' is an easy and simple way to further satisfy your obligation to verify Identity. To activate this setting or try it out for yourself, visit the help guide.

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How it works

Step One - Activate on your account

With Selfie Mode enabled, your clients will be required to take a selfie with their ID when providing information. The option to capture a Selfie image will appear at the bottom of your Full Customer information request forms.

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Step Two - Submitting Information

Once the form has detected your client has added a Selfie image, they can submit the form and they will be notified the information has been sent to you successfully.

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Step Three - Notified when Submitted

You will receive an email notification when the information is ready for you to review.

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Step Four - Review the Information

The Selfie Image submitted by your client will now be visible within the Documents tab within your arcarta report, ready to review.

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