Client Resources

A simple, step-by-step walkthrough of how to create your free my Social Security account using ID.me. Since June 2025, the Social Security Administration requires an ID.me or Login.gov account to sign in online. This video follows the ID.me path from start to finish so you know exactly what to expect. You will see how to create your ID.me wallet, confirm your email with a 6-digit code, set up multi-factor authentication, verify your identity with a photo of your ID and a short video selfie, and enter your Social Security number. The pacing is slow and the instructions are clear, which makes it especially helpful for first-time users and seniors. Steps in this video (approx. times): 0:00 - Introduction 0:03 - Step 1: Go to ssa.gov 0:08 - Step 2: Click Sign In 0:12 - Step 3: Click Sign in with ID.me 0:17 - Step 4: Continue to ID.me 0:22 - Step 5: Create a wallet 0:28 - Step 6: Create your ID.me account 0:33 - Step 7: Confirm your email 0:39 - Step 8: Set up multi-factor authentication 0:45 - Step 9: Verify your identity 0:51 - Step 10: Upload your ID and take a selfie 0:56 - Step 11: Enter your SSN 1:02 - Verified and signed in 1:11 - Tips and recap Helpful links: - my Social Security (official): https://www.ssa.gov/myaccount/ - Create your ID.me Wallet: https://help.id.me/hc/en-us/articles/202673924-Create-your-ID-me-Wallet - Confirm your ID.me email address: https://help.id.me/hc/en-us/articles/202673934-Confirm-your-ID-me-email-address - Multi-factor authentication (MFA) options for ID.me: https://help.id.me/hc/en-us/articles/360018113053-Multi-factor-authentication-MFA-options-for-ID-me#commonlyused-mfa-methods

A short, clear walkthrough of how to sign in to your my Social Security account with ID.me once your account is already created and verified. This is the quick login you will use each time you visit. You will see how to go to ssa.gov, choose Sign in with ID.me, continue past the SSA notice, enter your email and password, and enter the one-time code texted to your phone. In just a few steps you are back inside your account. Steps in this video (approx. times): 0:00 - Introduction 0:03 - Step 1: Go to ssa.gov 0:07 - Step 2: Click Sign In 0:11 - Step 3: Click Sign in with ID.me 0:15 - Step 4: Continue to ID.me 0:19 - Step 5: Enter your email 0:24 - Step 6: Enter your password 0:28 - Step 7: Enter your texted code 0:33 - Signed in 0:38 - Tips and recap Helpful links: - my Social Security (official): https://www.ssa.gov/myaccount/ - Sign in to your SSA account using ID.me: https://help.id.me/hc/en-us/articles/4416182310039-Log-in-to-your-Social-Security-Administration-SSA-account-using-ID-me#sign-in-to-ssa-applications - Multi-factor authentication (MFA) options for ID.me: https://help.id.me/hc/en-us/articles/360018113053-Multi-factor-authentication-MFA-options-for-ID-me#commonlyused-mfa-methods

This video is a screen recording of using the built-in iOS Preview app to scan documents. You can save these to a computer and upload them to your client portal. Please do not send scanned documents with non-public personal information through email.