Submit a request to reopen a closed account
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 Reopen closed account
Step 2.
- Select the account you wish to re-open.
Important:
Only accounts that have been closed within the same calendar year can be re-opened. If an account has been closed in a previous calendar year, it must be re-opened via a New Account Application - New Root.
Step 3.
- To finish, select Submit.
Service Standard
Reopening closed account requests are generally completed in 3 business days