Workflow Guide
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Workflow GuideIncome Verification
How to Connect Equitable - Client for Income Verification
Identify payroll deposit patterns and recurring inflow behavior from connected cash accounts.
Implementation steps
- 1
Connect payroll-linked checking accounts and backfill transaction history.
- 2
Detect recurring payroll deposits and normalize employer naming patterns.
- 3
Review deposit cadence, variance, and continuity for decision workflows.
Required evidence
- Recurring payroll detection
- Deposit timing and variance checks
- Cash-inflow continuity monitoring
Equitable - Client-specific considerations
- Monitor Equitable - Client balances, merchant-level spending, recurring bills, direct deposits, and transfer activity in one Clarity dashboard so you can review Equitable - Client with real trend lines, balances, and history instead of checking Equitable - Client in isolation or rebuilding the same context each week.
- Compare Equitable - Client with brokerage accounts, crypto balances, liabilities, and total net worth, which makes it easier to explain whether activity from Equitable - Client changed liquidity, diversification, or total net worth across your broader financial picture.