What if the Account ID requested was closed for the As of Date ?
Instructions:
If the Account ID was closed for the As of Date requested, use the Account Closed? field located within the Details tab. Provide the auditor with the Account Closed date and select Confirm to return the request to the auditor. Do not deny the confirmation.
Rate this article:
|vote=None|
Processing...
(Popularity = 21/100, Rating = 0.0/5)
Related Articles
What do I do if I can't locate the Account ID or Client Name requested? (New Version of Confirmation)
Closed Account Confirmation for Bank Users
Guide Escrow/Trust Account
How do I add / modify / remove flip account settings?
view all...
Search Results
Editing Financial Forms in a Client Profile
Adding Financial Forms to a Client Profile
Roll Forward of a Client Profile
Why can’t I see a client’s profile on my list of clients?
Can I edit a client authorised signer?
view all...