Can I edit a client authorised signer?

Published: 18/07/2023

Answer:

Yes, a client authorised signer can be edited from within the client profile.

Please note, this is different to changing the authorised signer to someone else.

Rate this article:

Processing...

(Popularity = 18/100, Rating = 0.0/5)

Adding Financial Forms to a Client Profile Editing Financial Forms in a Client Profile Roll Forward of a Client Profile Adding Client Signers view all...

Search Results

What is a User Id? Password for Bank Users User Profile for Bank Users Set Up What if the Account ID requested was closed for the As of Date (New Version of Confirmation) What do I do if I can't locate the Account ID or Client Name requested? (New Version of Confirmation) view all...

Didn't find what you were looking for?

Watch a video

Check out our helpful video guides

Contact Support

Contact our support team