Credit Client Accounts

Submit a request for Crediting Client Accounts

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 Credit Client Account 

Step 2:

• Select the Account you want to credit

Step 3:

• Select the Reason for the credit Request:
  • Transfer Out
  • Deferred sales charge (DSC) Fees 
  • Non-sufficient funds (NSF) Fees
  • Fee Rebate 
• Type in the Amount 

• Select Submit. Now you can track your ticket.