If you made a mistake in your bank enrollment application or would like to change the original bank application information, this article is for you! Prepapers can resubmit their clients bank application in our software.
To edit your clients submitted bank application information, please follow the steps below:
- Enter your account, select the clients return. Once on the Navigation Page under account maintenance, select Edit Bank Application
- Please make the change/edit now and make sure to select Resubmit