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Manual Review and Document Verification

Written by Heather

If you are in the Manual Review process for your Wedbush Next account, you’ll need to upload one document from the following list of accepted documents:

Acceptable documents are:

Current checking/savings account statement from a financial institution

Telephone bill

Statement from an internet/cable/satellite provider

Home or renter's insurance invoice (no car insurance policies accepted)

This document must include:

Your Full Name.

Your Address. Must match the address you submitted on your application and include unit numbers and city/state/zip.

Current Date. This document must also have a statement/printed date clearly listed that shows it was issued within the last 60 days. We cannot use a "due date" for the invoice/statement.

We'll also need:

A photo of your driver's license. Make sure the license is valid, fully visible, not blurred and without any glare (so you don't have to re-submit).

You’ll need to use your legal name exactly as it appears on your government-issued photo ID. Nicknames and abbreviations are not accepted. If your legal name includes a hyphen, or if your name contains a suffix (Jr., II, III, etc.), this must also be included during sign-up.

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