Managing Client Banking Information: Procedures for Adding, Modifying, and Removing Account Details.
From the client's contact record, start by navigating into the Servicing tab, which is found in the middle panel of the contact record. Select Account Administration.
From there, you can select Banking and proceed to specify the details of the request via the right sidebar pop-up
Step 1.
The first property you will be asked to specify is the Request Type. The three request types are:
- Add Banking
- Modify Banking
- Delete Banking
Step 2.
- The second property you will be asked to specify is to select a Root. Once you select the Root you will be promoted to Select the Account. This will allow you to choose which account.
- For Add Banking you will Select Cash
- For Modify Banking and Delete Banking, you will be prompted to Select the accounts that you would like to Modify or Delete the banking for.
Step 3.
- Add attachments
- For Add Banking and Modify Banking you will need to attach Authorization Form and Void Cheque
- For Delete Banking you will only need to add Authorization Form
Tip: You can find the Authorization Form on the Optimize Portal to download as a PDF. If you want to learn how to navigate the portal click on the link to take you to the Portal Article. knowledge.optimize.ca/the-optimize-portal
Step 4.
- Click Submit once the files are fully uploaded. You can now track your ticket.
