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Important AccountChek Update

We've upgraded the AccountChek platform. Here's everything you need to know about where to order reports and how to access your existing orders during the transition.
Order & Access Reports

Where to Order & Access Reports

Two URLs are active during the transition period. Use the right one for the right purpose

NEW ACCOUNTCHEK

New Orders

Starting now, use the URL below to place new orders.

Dashboard URL

https://dashboard.accountchek.com/Login

Log in with your Email and Password. This is the preferred sign-in method. Do not check the "Login with Client ID" checkbox when signing in.

Legacy AccountChek

Legacy Access

Starting now, use this URL only to view and manage orders you placed on the legacy platform.  Legacy access ends October 1, 2026.

Legacy Dashboard URL

https://verifier.accountchek.com/login

 

Signing In to the new AccountChek

Sign in using your Email ID and Password — this is the preferred login method for all users. SSO sign-in is also available if configured for your organization

Use this URL:

https://dashboard.accountchek.com/Login

Important: When you reach the login screen, you will see a "Login with Client ID" checkbox. Leave it unchecked. Simply enter your Email ID and Password as usual. Using "Client ID" login is a separate authentication method not applicable to most users.
ac_login
New Features

What's New in This Release

The new AccountChek introduces several improvements to reports, the dashboard experience, and the borrower workflow.
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Updated Report ID & Reissue Key Format

Report IDs now use a numerical format (e.g., 2504) and Reissue Keys use an alphanumeric string (e.g., V26UC9KUX). Both appear prominently in the report header.

AccountChek
Asset Report
AccountChek Asset Report for: Erica Lambert
Information current as of: 4/20/2026
Reissue Key: V26UC9KUX
Report Id: 2504
Product Price: $12.50
Other Price: $0.00
Total Price: $12.50
accountchek_icon-ssn

Report Cost Display

Report costs can now be configured to display directly on VOA and VOIE reports, giving your team clear visibility into pricing at the report level.

AccountChek
Asset Report
AccountChek Asset Report for: Erica Lambert
Information current as of: 4/20/2026
Reissue Key: V26UC9KUX
Report Id: 2504
Product Price: $12.50
Other Price: $0.00
Total Price: $12.50

About report pricing: Cost visibility is a client configuration, please reach out to helpdesk@AccountChek.com
accountchek_icon-ssn

Borrower SSN on VOA Reports

The last four digits of the borrower's Social Security Number now appear on VOA reports, consistent with how they've always appeared on VOIE reports.
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Refreshed Branding & Look

The new AccountChek features updated branding and a visual design that aligns with Informative Research's full product suite for a consistent experience.
advanced search

Enhanced Order Search

Search your orders by status and date range directly from the dashboard. Users with expanded permissions can perform advanced searches across other users' orders.
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Resend Borrower Invite

Need to re-engage a borrower? Use the Resend link in the Communication Logs to resend the invite email — as many times as needed.
Report Comparison

Compare the New AccountChek reports to Legacy Reports

Sample reports showing how the updated AccountChek format compares to the legacy format. Downloadable PDFs give you a chance to get a closer look.

Verification of Assets (VOA)
New-AC_VOA-Sample

New Accountchek VOA Sample Report

Download PDF
Legacy-AC_VOIE-Sample

Legacy Accountchek VOA Sample Report

Download PDF

Verification of Income & Employment (VOIE)
AccountChek VOIE Sample Report

New Accountchek VOIE Sample Report

Download PDF
AccountChek VOIE Sample Report

Legacy Accountchek VOIE Sample Report

Download PDF
Borrower Experience

The New Borrower Journey

When a new AccountChek order is created, here's what your borrower will see and do.
1

Borrower Receives an Email Invitation

An email with a "Get Started" button is sent to the borrower. The email explains the verification process and what to have ready (financial institution credentials and/or payroll provider credentials).
2

Identity Confirmation & Terms of Service

The borrower enters the last four digits of their SSN (or a pin code set by the loan officer) and agrees to the Terms of Service before proceeding.
3

Link Asset Accounts

The borrower selects their financial institution from a list of major banks or searches for their institution. They log in to their bank as they normally would — AccountChek does not store their banking credentials.
4

Link Payroll Provider / Employer

For income and employment verification, the borrower selects their payroll provider (ADP, Workday, PayChex, etc.) and signs in. The TrueAuth mobile app is also supported for select providers.
5

Finish & Share

Once all accounts are linked, the borrower clicks "Finish & Share" to complete the order. They'll see a confirmation that their information has been securely shared with the lender.
User Guides & Resources

Resources & Documentation

Download the documents below for detailed guidance on the new AccountChek platform.
icon_resources-knowledge-center

EPC Admin Guide

A step-by-step administrator guide for setting up the AccountChek integration in Encompass Partner Connect, including credentials, automation, and workflow configuration. Refer to the EPC Admin Guide below for steps to enable the enhanced EPC AccountChek integration.

Download PDF
icon_resources-knowledge-center

EPC User Guide

Learn how to access the AccountChek integration in Encompass Partner Connect, order and manage verification reports, refresh orders, and import existing reports.

Download PDF
accountchek_icon-borrower-guide

The New AccountChek
Borrower Experience Guide

Step-by-step walkthrough of the borrower's account linking experience, including asset accounts, payroll providers, and TrueAuth.

Download PDF
accountchek_icon-user-guide

The New AccountChek
User Guide

A complete guide for lender users covering how to place new orders, manage in-progress orders, view completed reports, and navigate the new AccountChek dashboard.

Download PDF
FAQ & Support

AccountChek Upgrade: Your Questions, Answered

We've upgraded AccountChek. Below are the questions clients are asking most, with what you need to keep ordering without missing a beat. If you need further information, please don't hesitate to reach out to the AccountChek Helpdesk.

Email: helpdesk@AccountChek.com
Phone: 800-955-9038

Logging In

During the Transition

Reports

What's New

Your Borrowers

Help & Training