Cash and Security Management
      Back to home
      1. Optimize Help Center
      2. Service Requests
      3. Cash and Security Management

      Contributing by EFT (EFT In)

      How to submit a request to Add funds by EFT

      To Electronic Funds Transfer (EFT) funds into an account, the banking details must be set up on our CRM & Custodian. 

      How to Submit the Request

      Search for client contact in the HubSpot Search bar, open the client contact card, and find the client’s CRM Contact record page.

      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.

      Then click on Cash and Security Management.

      Step 1:

      • Select Add Funds

      Step 2:
      • Select EFT-In

      Step 3:

      • Select the Account you would like to contribute cash to. 

      Step 4:

      • Select the Bank account you would like to EFT-In from

      Step 5:

      • Enter the Amount 
      • Submit the request