Editing Financial Forms in a Client Profile

Published: 03/06/2021

Users can edit forms that have been loaded onto a client profile by following the below guide. This is especially useful when responders deny requests due to incorrect signer and incorrect account number. Users can add more signers to a form and edit account details accordingly.

Instructions:

Select the "Financial" option located in the Accounts block, to view a list of accounts that have been loaded on this client profile.
Click on the account number of the form that needs to be amended.
Should you wish to change the responder attached to the form, type the name of the new responder and select search. If not, select next to edit the account details on the form.
Amend the details of the form to reflect per the details on the client's bank statement and select save.