Description: This article will show you the difference between the reset and unlock requests, to understand which one matches your needs.
Process:
It is important that you can differentiate between a Reset request and a Unlock request before submitting a ticket for this topic. To identify this, use the following:
RESET REQUEST:
Request a reset when you want to switch banks.
The reset request erases the previous bank application and leaves it blank to enroll with another bank.
The Reset request has a specific process to follow, if this is the case please use the following article: OLT: Bank App Reset
When requesting a reset the final result will look like the picture below.
UNLOCK REQUEST:
Request an unlock when you want to modify only specific pieces of information such as DOB, SSN, Bank Account, Fees, etc.
The unlock request doesn’t erase the previous bank application, it only allows modifications and saves the previous information.
The Unlock request has a specific process to follow, if this is the case please use the following article: OLT: Bank App Unlock
When requesting an unlock, the final result will be found by:
Locate the Location Account inside your MO (Multi Office Admin) and click the eyeball icon on the right side of the screen.
Once there, you’ll see the Edit Enrollment Information button. This means the application is editable. (Without this button it is not possible to edit).
