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Create An OTCnet Account Through ID.me

1. To create an OTCnet account, navigate to the OTCnet login page

(https://otcnet.for.fiscal.treasury.gov). (See Figure 1.)

Figure 1: OTCnet Login Screen

a. If you already have an ID.me account, simply enter your associated email address 

and password, then select Sign In. Even though you have an account, you will be 

asked to verify your identity by entering your one-time identification code received 

via mobile phone or email. 

b. If you do not have an ID.me account, select Create an ID.me account link (as seen 

in Figure 2) and follow the prompts to setup the account. Continue to Step 3.

Figure 2: ID.me Sign in Page
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• It is important for those users without PIV/CAC credentials to make their OTCnet 

email address the default email address in their ID.me account so that they can 

authenticate in OTCnet. 

2. Enter the email address you want to use for your account, enter a password for ID.me, 

accept the terms of service, and select Create account. See Figure 3 below.

Figure 3: ID.me Creation Page

If you create an account with your personal email, make sure to also provide your 

organization’s email address associated with your OTCnet account to ensure that 

OTCnet will recognize your identity when you login to the application. 

3. After selecting Create Account, the page will refresh, and you will receive an email with a 6-

digit code to verify your account. Figure 4 shows the page once it is refreshed. 

 

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Figure 4: ID.me Email Sent Page

4. Log in to your email and open the recent email from ID.me with an email confirmation link 

and a unique 6-digit code. Figure 5 illustrates the email received with a sample code. You 

can either select the Confirm Email button or return to the browser and enter the code in 

the bottom portion of the screen (see Figure 5).

Figure 5: ID.me Verification Email

5. If the Confirm Email link is selected, (A) will appear before the original browser tab updates 

to the Secure Your Account Multi Factor Authentication (MFA) option page. If you entered 

the code on the screen shown in Figure 4 and selected Continue in the browser, the 

Secure Your Account Multi Factor Authentication (MFA) option page appears. Select your 

preferred method. Figure 6 (B) shows all the MFA options of Step 1 of Secure Your Account.
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• For users, any MFA method is available, but the authenticator app solutions are 

more secure than Text Message (SMS) or Phone Call options.

Figure 6 (A and B): ID.me Email Confirmation and Secure Your Account Step 1 Screen

6. For this example, Text Message or Phone Call is selected. The second screen of Secure 

Your Account appears. Enter your mobile phone number and select Continue. 

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Figure 7: ID.me Secure Your Account Step 2 Screen

7. The webpage will refresh to the Confirm your phone number screen. Go to your mobile 

device to receive the code. Enter the code that was sent to your device and select

Continue, as shown in Figure 8.

Figure 8: ID.me Secure Your Account Step 3 Screen
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8. The webpage will refresh to the Your Account is Now Secure page. Here, select Generate 

Recovery Code. See Figure 9 (A). Your new code will appear. Figure 9 (B) and shows an 

example recovery code. Write this code down, or download a copy, then select Continue. 

Figure 9 (A and B): ID.me Recovery Code Screen and Secure Your Account

9. Next, you will be taken to the beginning of verifying your identity. Select a verification 

method among the options provided in Figure 10 to upload a document. 

Figure 10: ID.me Verify Your Identity Option Screen
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10. After selecting an option to upload your document with, you will then be brought to a 

consent screen regarding ID.me’s use of your personal information. Figure 11 is what the 

beginning of the terms looks like. Select the “I acknowledge...” check box and select

Continue.

Figure 11: ID.me Consent Screen

11. Once continue is selected, you will be brought to the first screen of the Verify Your Identity

section. Here you have the options on how to submit photos of your selected document (in 

our example, see Figure 10, we selected Passport). For our example, we will select the “I 

don’t have a smartphone” link in Figure 12.
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Figure 12: ID.me Verify Your Identity Step 1

12. In the first of the upload screens of Verify Your Identity, select the “Upload photo...” link in 

the middle of Figure 13 (A). In Figure 13 (B), upload a photo of your selected document in 

.jpeg format and confirm that all the necessary information is clearly legible. Select

Continue once the photo is uploaded.

Figure 13 (A and B): ID.me Photo Upload Screens
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13. The second stage of Verify Your Identity will have you take a picture of your face with 

either your Smartphone camera or your webcam on your computer. Once a method is 

selected (Figure 14 A), you will be prompted to take a photo. Via a Webcam, make sure 

you allow Camera access and select Snap Photo (Figure 14 B). Ensure the photo is clear 

and select Continue in Figure 14 (C).

Figure 14 (A, B, and C): ID.me Verify Your Identity Step 2
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14. On the next page, enter your most recent home address and select Continue. (Note: If a 

different method is selected (i.e., Driver’s license) you may not see this step).

Figure 15: ID.me Verify Your Identity Step 2

15. In Step 3 of Verify Your Identity, you will have to enter your mobile phone number and 

select Continue. Once Continue is selected in Figure 16 A, the screen will refresh and 

display a Confirming Your Phone screen (Figure 16 B).

Figure 16 (A and B): ID.me Verify Your Identity Step 3
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16. After your phone number is confirmed, step 4 will ask you to enter your Social Security 

Number. Enter your SSN and select Continue.

Figure 17: ID.me Verify Your Identity Step 4

17. The final step will be to verify the information you entered on the previous screens. Review 

all sections, check “The Information I’ve provided is correct...“ checkbox and select Yes

to continue (Figure 18 A). The screen will refresh, and the page will verify your identity.

Figure 18 (A and B): ID.me Verify Your Identity Step 5
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18. Once your Identity is verified, you will be prompted to confirm your mobile phone number. 

Go to your mobile phone and follow the prompts on your phone to confirm your phone 

number and email ownership. Figure 19 illustrates the screen present while you confirm the 

necessary steps on your phone.

Figure 19: ID.me Verify Your Identity Final Phone Confirmation

19. Once your phone is confirmed, the next screen will state that your Identity has been verified. 

To log in to OTCnet through ID.me, you will be asked if ID.me has your permission to share 

your verified information with Treasury. Select Allow. You will be able to adjust this later in 

your ID.me settings once connected. See Figure 20.

Figure 20: ID.me Share Information Authorization Screen
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20. After selecting Allow, you will now be logged in to OTCnet with your ID.me account. 

• To log in to OTCnet in the future, simply select the ID.me option (as seen in Figure 

1) and enter your email address and password for ID.me.

• You will be asked to verify your identity by entering your one-time identification 

code received via mobile phone or email. 

Resources for User Help Support

If you need help with resetting your password and/or unlocking your account, refer to the 

following resources. The identity provider has a ‘Forgot Password’ option for the user to reset 

their own password.

ID.me Support 

• Help Page (no login is required): https://help.id.me/hc/en-us

o Includes a chat bot

• Help Center (login is required): https://help.id.me/hc/en-us/p/contact_support

o Includes a chat bot and an option to open a Help ticket

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