Submit a request to Modify Banking information to a clients account
First, find the client's CRM Contact Record by searching contact name in the search bar. Next, navigate to the Servicing (Service Request) 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.
- Select Modify Banking
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 banking information with.
- You will then be prompted to choose the specific account where you want to modify banking details.
Step 3.
- Add attachments. For Modify Banking you will need to attach Authorization Form and Void Cheque.
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.