Client onboarding

Start your credit review.

Complete the information below so the Vertex Star Group team can prepare your file and begin the onboarding process.

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Private intakePlease provide only the information requested on this form.

Personal information

Tell us who you are and how we can reach you.

First Name *Last Name *

Phone *Email *

Street Address *

City *State *Postal Code *

Birthday *Referred By

Credit monitoring information

Provide your current credit monitoring access so the team can review the reports available through your service.

Current Credit Monitoring Company *

Credit Monitoring Username *Credit Monitoring Password *

Last 4 digits of SSN / Secret Word *

No bureau logins required.

Experian, Equifax, and TransUnion usernames/passwords are intentionally not collected on this onboarding form. If additional access is needed, the team will contact you separately.

Supporting documents

Upload clear, readable copies of the documents required to prepare your file.

↑Government Picture ID *Driver's license, state ID, or passportChoose file↑Proof of Address *Recent bill or bank statement showing current address and nameChoose file↑Social Security CardUpload only if requested for your onboarding processChoose file

Document tipsMake sure all four corners are visible, text is readable, and images are not blurred or cropped.

Review & consent

Confirm your information before completing onboarding.

Name—

Email—

Phone—

Monitoring Provider—

Human verificationLoading verification question…

Protected submission.

Your onboarding details and documents are transmitted over HTTPS and stored in encrypted private storage. Your monitoring username and password are included in the internal onboarding notification email for the Vertex Star team. SSN details and uploaded documents remain available only through secure intake storage.

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