Introducing Cleva Proof of Account
Hi there, we’re excited to introduce the proof of account feature on the Cleva app 🥳
What is Proof of Account:
Proof of account is a method used to verify the ownership and existence of a particular account. It is a document that says your bank account actually belongs to you. This is usually done in the context of transaction security, identity verification, regulatory compliance and immigration checks.
Proof of account contains the entity information:
- Account Holder
- Bank Name
- Account Number
- Routing Number
- Account type
Proof of account can take many forms but typically involves providing documentation verifying the account details. For example, if you are a skilled worker and want to set up new bank information for an existing project or client, there are scenarios where you show account verification for payments. This document is essential for you to receive payments into the new account.
How do I get Proof of account:
You can view, print and directly email a Proof of account. The Proof of account confirms your account details including Account holder, Bank name, Routing number, Account type and Account number and can be used for identification requirements. It may be used on its own or with other documents, for example ‘Account Statements’ as a ‘Secondary’ identification document.
On web:
- Log in to your Cleva web app
- Tap “Accounts” by the modules by the left side
- Tap on the three-dash icon located just beside the ‘Account details’ icon
- Scroll down and select what option you prefer
- For proof of account, click and select ‘Send my proof of account’
- You’ll immediately get your Proof of account document on your registered email address.
On Mobile:
- Log in to your Cleva mobile app
- On your dashboard, select what currency you would like to get an account statement for
- Tap on the three-dash icon located just beside the ‘Convert’ icon
- Scroll down and select what option you prefer
- For proof of account, click and select ‘Send my proof of account’
- You’ll immediately get your Proof of Account document on your registered email address.
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