Completing Your Tasks

All tasks are mandatory as they have been set by the organisation that requested your check!

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56 articles in this collection
Written by Beth, Kim Middleton, Ella and 2 others

Key Articles

How to successfully scan your passport chip

Here's a quick guide with some top tips on how to complete this task!

Written by Beth
Updated over a week ago

Connecting to my bank isn't working - what can I do?

Don't worry - we have a solution!

Written by Kim Middleton
Updated over a week ago

Walk Through Guide: Original ID Task

A step by step guide with one of our fantastic agents

Written by Kim Middleton
Updated over a week ago

Provide Address Task

How to complete the Provide Address task

This guide provides some top tips on how to enter your address and post code.

Written by Kim Middleton
Updated over a week ago

I live in the USA or Canada - how do I enter my post code?

Please enter the two letter state code rather than the full state name!

Written by Kim Middleton
Updated over a week ago

I live in Ireland - how do I enter my postcode?

You must enter a space in the post code!

Written by Kim Middleton
Updated over a week ago

I live in Hong Kong - how do I enter my postcode/address?

The post code is 999077!

Written by Kim Middleton
Updated over a week ago

Proof of Address Task

What proof of address documents do you accept?

We accept 3 documents - read on to find out more!

Written by Kim Middleton
Updated over a week ago

How to successfully complete the Proof of Address task

A quick step by step guide with useful screen shots and a video!

Written by Kim Middleton
Updated over a week ago

How to complete the 'Check your details' address task successfully

A quick guide on how to complete this task!

Written by Kim Middleton
Updated over a week ago

ID Task - Video Step Task

Which forms of ID do Thirdfort accept?

Stuck on which ID you can and can't use? Look no further!

Written by Kim Middleton
Updated over a week ago

Top tips on how to photograph your ID document successfully

Here's a quick guide full of useful photo examples!

Written by Kim Middleton
Updated over a week ago

My name appears differently on my ID document!

A quick guide on next steps.

Written by Beth
Updated this week

My maiden name is on my ID document!

A quick guide on next steps.

Written by Kim Middleton
Updated this week

Why am I being asked to repeat/redo the ID task?

Top tips on how to complete the document photo, selfie and video step successfully!

Written by Kim Middleton
Updated over a week ago

The DVLA has extended my licence expiry - what should I do next?

A quick guide on next steps.

Written by Kim Middleton
Updated over a week ago

My ID has expired!

A quick guide on next steps.

Written by Kim Middleton
Updated over a week ago

I'm getting a flow error message when trying to complete the ID task!

A quick guide on how to resolve this!

Written by Beth
Updated over a week ago

How to successfully complete the ID task

A step by step guide on how to complete it correctly!

Written by Beth
Updated over a week ago

Do Thirdfort accept CitizenCards?

Written by Kim Middleton
Updated over a week ago

ID Task - Verify Passport Task

How to successfully scan your passport photo

Here's a quick guide with some top tips on how to complete this task!

Written by Beth
Updated over a week ago

How to skip the passport verification ID task during the chip reading step (iOS device)

Here's a quick guide on how to skip this stage if you are not able to successfully read the chip in your passport.

Written by Ella
Updated over a week ago

How to successfully complete the face scan step

Here's a quick guide on completing the final stage of your passport verification task

Written by Daniel
Updated over a week ago

How to skip the passport verification ID task

Here's a quick guide on how to skip this stage if you need to use another form of ID

Written by Beth
Updated over a week ago

Walk Through Guide: Standard ID Task (Passport Verification)

A step by step guide with one of our fantastic agents

Written by Kim Middleton
Updated over a week ago

Open Banking Task

How to revoke Open Banking permission

This guide provides some tips on how to revoke Open Banking permission if you link your bank

Written by Ella
Updated over a week ago

How to change your default browser to Google Chrome on Android

A step by step guide on how to update your default device browser.

Written by Daniel
Updated over a week ago

What happens when I connect to my bank via Open Banking technology?

A break down of what is shared if you opt to connect to your bank!

Written by Daniel
Updated over a week ago

What is Open Banking? How does it work?

All you need to know about Open Banking!

Written by Daniel
Updated over a week ago

I don't bank online

Don't worry - you can upload your statements instead!

Written by Kim Middleton
Updated over a week ago

My bank is not listed

Don't worry - you can upload your statements instead!

Written by Kim Middleton
Updated over a week ago

How to connect to multiple bank accounts via Open Banking

A step by step guide on what to do next!

Written by Kim Middleton
Updated over a week ago

I've already connected to my bank - why is the app asking me to upload 6 months of bank statements?

The connection was unsuccessful!

Written by Kim Middleton
Updated over a week ago

Which bank account should I connect to? Which statements should I upload?

All you need to know about banking!

Written by Kim Middleton
Updated over a week ago

How can I skip the Open Banking task?

Watch our quick video below!

Written by Beth
Updated over a week ago

Why do I need to provide bank statements as part of my verification check?

It's all to do with anti-money laundering regulations!

Written by Kim Middleton
Updated over a week ago

How can I skip the Open Banking task? (Android)

Here's a quick guide on how you can do this:

Written by Beth
Updated over a week ago

Upload Bank Statements Task

How to download your bank statements as PDFs using Online Banking

Read more for further instructions!

Written by Kim Middleton
Updated over a week ago

How to get your digital PDF bank statement(s) onto your smartphone, rather than your computer/laptop

Check out our guide below

Written by Beth
Updated over a week ago

How to upload your bank statements as digital files (PDFs) or photos

Read on for more information!

Written by Kim Middleton
Updated over a week ago

How do I get certified bank statements?

More information below!

Written by Alistair
Updated over a week ago

Optional Document Upload Button

How to upload a photo of the signature page of your passport as an additional document

A step by step guide on how to use this feature

Written by Kim Middleton
Updated this week

How to use the Upload Optional Documents button

Forgot to upload something? Need to add additional evidence? Don't worry - we've got you covered!

Written by Kim Middleton
Updated this week

Source of Funds

What does error 400 on the Source of Funds task mean & how can I fix it?

Find a step by step guide below!

Written by Beth
Updated over a week ago

What is the Source of Funds task? What's it for?

A quick guide to the short questionnaire!

Written by Kim Middleton
Updated over a week ago

How to complete the Source of Funds task as a Lendor

Don't worry - you only need to account for the amount you are lending!

Written by Beth
Updated over a week ago

I'm a shared owner - how do I fill out the Source of Funds task?

Follow our step by step guide below!

Written by Kim Middleton
Updated over a week ago

How to successfully complete the Giftor Source of Funds task

A quick guide to completing the Source of Funds task as a Giftor!

Written by Kim Middleton
Updated over a week ago

Walk Through Guide: Source of Funds Task

A step by step guide with one of our fantastic agents

Written by Kim Middleton
Updated over a week ago

How to delete sources from the Source of Funds task?

Here's a quick guide on how to delete and edit added sources

Written by Kim Middleton
Updated over a week ago

How much stamp duty do I enter on the Source of Funds task?

A quick article on what to do next!

Written by Beth
Updated over a week ago

How can I skip the Source of Funds task?

A quick guide on how to find the "Skip task" option!

Written by Kim Middleton
Updated over a week ago

I've made an error/mistake on the Source of Funds task

Read on for advice on next steps!

Written by Kim Middleton
Updated over a week ago

I've gone past the skip button but I need to remove the Source of Funds task

Here’s how to proceed…

Written by Beth
Updated over a week ago

Proof of Ownership

How to successfully complete the Proof of Ownership task

Here's a quick guide with some top tips on how to complete this task!

Written by Beth
Updated over a week ago

What documents can I upload for the proof of ownership task?

Check out the 12 documents below!

Written by Kim Middleton
Updated over a week ago