Welcome

Welcome to the TrustForm User Guide. TrustForm provides a secure platform for submitting, verifying and managing client information, and this guide explains how to navigate its key features and complete essential workflows with confidence.

Onboarding and Check

Onboarding

Learn how to complete your onboarding process in the TrustForm Client Area.

Identity check

Detailed guide on verifying client identity using biometric and document checks.

Requests

Verification Request

Learn how to complete identity verification in the TrustForm Client Area.

Information Request

Learn how to respond to a case request in the TrustForm Client Area.