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Why Do I Need to Include My SSN When Setting Up Clio Payments?

Objective:

  • Why do I need to include my SSN when setting up Clio Payments?
  • Why do I have to include my social security number for Clio Payments?

Environment:

  • Clio Manage

Additional Information:

Answer:

Information such as your SSN is part of our Know Your Customer (KYC) obligations. We're required by financial regulators to verify your identity.

It's similar to what your bank would require to open an account.

 

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