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  5. How to activate a client’s preliminary account via the bank on the Phénix Web portal?

How to activate a client’s preliminary account via the bank on the Phénix Web portal?

  • Once the documents are submitted via mobile, they will be sent to the bank you have chosen, along with your information for the creation of your account.
  • The bank will review the request.
  • If, after reviewing the request, the virtual documents are complete, you will be notified by the bank via a message or a call on your mobile to schedule an appointment (APPT), during which you will bring your physical documents for verification.
  • If, after verification, the documents are compliant, your account will be activated.
  • After your account is activated, your subscription will also be created and activated. You will receive a notification confirming the creation of your account, and you will then be able to benefit from the services offered.

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