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We share a mobile number, how do we both complete our Checkboard flows?

If you and someone else (partner, parent, flatmate, let’s call them Person B) share the same mobile number, you can both complete your flows without headaches. Here’s exactly how I handled it from my side as the first person using our shared number.

Antonella Sarubbi avatar
Written by Antonella Sarubbi
Updated today

The short version

  1. I go first. I complete my flow start-to-finish.

  2. I close my account once I’m done.

  3. I request a new invitation the firm or company to the same phone number

  4. Then Person B gets a fresh invite and completes their flow.

This avoids duplicate accounts and login mix-ups when a number is shared.

Step-by-step (from my POV)

1) I complete my flow first

I open the invite sent to our shared number and complete every step (ID, selfies, documents, etc.).


​Why this matters: only one account can be open at the same time on the same number.

2) I close my Checkboard account

When I’ve finished, I make space for Person B by closing my account.

  • In-app: I go to Settings → Account → Close Account (wording may vary slightly), follow the prompts, and confirm.

  • Or via support: I email [email protected] and ask for a reset/closure.

    • Important: I must send this request myself (GDPR/privacy). Checkboard can’t act on someone else’s request.

3) I watch for the confirmation

After Checkboard processes the reset, I contact the firm who invited us, asking them to send a new check to Person B.

4) Person B gets a new invite and does their flow

Once the reset is confirmed and the new invitation is sent, Person B can complete their flow without running into my account.

FAQs

Why can’t we just share the same account?
Each account holds personal information and verification data for one person. Sharing an account risks mixing data and breaching privacy rules.

Can the firm or Person B request my reset for me?
No. For privacy (GDPR), only I can ask Checkboard to reset/close my account. If needed, the firm can remind me to email [email protected], but they can’t do it on my behalf.

Do we need different email addresses?
Using different emails is helpful, but the critical piece is that the first person resets before the second person starts. The fresh invitation is what cleanly separates our flows.

Need help?

If I get stuck or can’t find the reset option, I email [email protected] from my own email address and ask to reset/close my account. Once I’m confirmed reset, Person B can request a new invite and proceed smoothly.

You’ve got this—one smooth hand-off and you’ll both be verified without any crossed wires.

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Managing Flows for Clients Sharing a Mobile Number
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