Adding or Updating a Power of Attorney

Submit a request to Add or Update a Power of Attorney (POA)

First, find the client's CRM Contact Record page by searching contact name in the search bar.

From the client's contact record, start by navigating into the Servicing (Service Request) tab, which is found in the middle panel of the contact record. Select Account Administration. 

From there, you can select Special Handling and proceed to specify the details of the request via the right sidebar pop-up. 

Step 1. 

• Select Add/Update POA

Step 2. 

• Select the Root. Selecting the root means choosing the main account under which you want to add banking details. By selecting the root, you are indicating which specific account within the client's profile you wish to associate the new power of attorney information with.
• You will then be prompted to choose the specific account where you want to add or update the power of attorney details.

Step 3. 

• Add Attachment. For this request, you will need to attach a signed KYC and ID Verification for Authorized Individual. 
• You will also need to type in the number of POAs if there is more then one.

Step 4. 

• Click Submit once the files are fully uploaded. You can now track your ticket.