Client Next Steps
Congratulations, you’ve taken the first step to control your financial destiny.
Before we can get stated, there are a few steps you must complete.
We suggest you take a few minutes (if not now, ASAP) to complete the on-boarding steps.
On-boarding Steps
- 1. Sign the agreement!
- 2. Get your credit reports & scores!
- 3. Upload your photo ID & proof of address!
- 4. Get your spouse started (couples only)!
- 5. Save our contact information!
1. Sign the Agreement
Please log into the SafeClientAccess portal and sign the agreement (we cannot begin without the agreement being signed).
If you cannot access your account (via the encrypted portal) send us an email and we will help you get logged in!
2. Get Your Credit Reports
Log into the SafeClientAccess portal and create your credit monitoring account with CreditDyno to get your 3 Bureau Credit Reports & Scores during the on-boarding process.
If you already have an account, enter your login information to link your account with your profile.
3. Upload Your Photo ID
During the on-boarding steps, you will have an opportunity to upload your current photo ID, proof of address, and SS#. All three of these documents are required when filing disputes on your behalf.
4. Get Your Spouse Started
Now that you’ve got yourself started, you’ll receive an email within 20-minutes with instructions on how to get your spouse started. Check your inbox for Spousal Next Steps.
5. Save Our Contact Information
The best way to reach us is through your SafeClientAccess portal. If you prefer to bookmark our client help page, you can send us a message and we will get back to you within 24-hours, except for weekends and holidays.
Again, congratulations and we’ll see you on the other side!
AMJC Financial Team
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