There are a number of circumstances where it may be more appropriate to onboard a client manually within movebutler rather than asking them to complete a Digital Onboarding or Online Biometric ID Verification invitation.
You may choose to onboard a client in platform where:
- The client is not confident using technology or does not have access to a suitable device.
- The client does not have their own email address and is therefore unable to receive a Digital Onboarding invitation.
- The client is unwilling to complete the digital onboarding process.
- The client does not have an accepted form of photo ID for Online Biometric ID Verification.
- The client has experienced technical issues and has been advised by Product Support to complete the onboarding process manually within movebutler.