Starting next Monday, May 16th, setting up a bank link will now be a quick, easy and fully electronic process, eliminating the need for a paper check. You submit to EQIS the EFT Authorization Form and we will enter the bank information to instantly generate a notice to the client to log into the custodian’s website and confirm the bank information. Once the client clicks Confirm the bank link is immediately active and available for use.
When your client logs in, they will click on the bell icon, then click on I Agree and Submit and the process is complete. Screenshots below illustrate the client experience.
If you have questions, please contact Advisor Services at support@EQIS.com or 800-949-9936 and then press 2.
LF1719
860-291-1998
Schedule Demo
