CLEVERALPHA Client Onboarding
New Client Onboarding

Let's get you set up.

Regulations require us to know our customers and we will need to verify your identity with a government-issued photo ID. Takes about 60 seconds.

Start here with your email and phone number
Enter email & phone to continue
Heads up: for the best experience — including camera access for your ID — open this page in your device's main browser (Safari on iPhone, Chrome on Android). In-app browsers (Instagram, Facebook, TikTok, Gmail app, etc.) block camera and microphone access. You can still upload photos of your ID here if you'd like to continue.

Upload images

Drop in a portrait and a photo of your driver's license.

Begin upload

Phone camera handoff

Scan the QR code and capture your ID with your smartphone camera.

Scan with phone
Compliance New account set up
Mode 01 · Upload

Attach portrait & government ID

01 Portrait
Awaiting
Drop image
or click select
02 Driver’s License front photo side
Awaiting
Drop image
or click select
03 Driver’s License back barcode side
Awaiting
Fill this box
with the barcode
Barcode only
All three images required · JPG · PNG · HEIC · Max 10 MB
Step 02 · Webcam

Live capture from this device

01 Portrait
Camera off
Camera idle
02 Driver’s License front photo side
Camera off
Hold license inside guide
03 Driver’s License back barcode side
Camera off
Fill this box
with the barcode
Barcode only
Camera access is requested per capture · frames stay in-browser · for the barcode side, camera handoff on your phone works best
Step 03 · Camera Handoff

Continue capture on customer's phone

Show the QR code to your phone
01 Portrait
Awaiting
Received from phone
02 Driver’s License front photo side
Awaiting
Received from phone
03 Driver’s License back barcode side
Awaiting
Received from phone
Barcode only
Handoff URL is single-use · TLS-only · scoped to this session code
Step 03 · Verifying

Running biometric & document checks

Reading Driver’s License
Matching selfie to portrait
Matching identity
Scoring liveness
Step 03 · Handoff

Handoff complete

Almost done
Please confirm your details
Session · -

We pre-filled the fields below from your ID. Take a moment to check each one.

Trust documentation

A few details about your trust, then upload the document pages we need to open your account.

Trust details
Grantors
Trustees
Documents

Do not upload originals. Upload the title/first page and signature/notary pages only -- no need to upload the entire trust document.

Title / first page

One page showing the trust name. PDF, JPG, PNG, HEIC/HEIF. Up to 10 MB.

    Signature pages

    One or more signature / notary pages. PDF, JPG, PNG, HEIC/HEIF. Up to 10 MB each.

      Employer information

      A SEP IRA is opened by the employer — even when that employer is you. A few details about your business and we’re done.

      Business
      Business address