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Change name on Accts: Go to Client > People> Title/Relationship *Need to see document Change name on TIN: Go to client> People ID *Change all accts and check card *Change in deposits too TIN after change go to acct then certification. Change ID Go to client. People then document Change Address Go to Client > Mailbox icon change client or acct. (Go address change on top) choose NEW click on the bottom. Add someone to Acct: New accts build profile for other people then get out search for acct owner click on acct then go to Title/Relationship Bring name up and change relation double click on blank related clients apply/ Go to bottom and change (title) ATM: Maintenance goes to ATM on platform Place hot, Replace, Give PIN. Research ACCT Item: Highlight acct go to research button (hand unfile) Overdrafts and Fee waiver: Go to acct go to acct setting on the left go to Overdraft or fee waiver (MAKE SURE CLIENT SIGNS WAIVER) *1 copy for you & 1 copy for them.* Close Accts: Go to: Client; acct; Balance Inquire; Calc closing What If Calc: Go Action> What if Time deposit CD/IRA find forms Compare diff.
Approximate Word count = 627
Approximate Pages = 2.5
(250 words per page double spaced)
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