Description: This article will show you how to update the EFIN Owner Information correctly and how to ensure you are resubmitting the bank application.
Process:
To update the EFIN Owner Information, please use the following instructions:
Log in to your MO (Multi Office Admin) using your Admin credentials.
Once in, Click Bank on the left side bar.
Locate the Location Account Name from the list and click the eyeball icon on the right side of the screen.
Now click on the Edit Enrollment Information button.
If this button is not there, please stop the process and use the following article: OLT: Bank App Unlock
Here you’ll see the first page which is the Office State Information. Only click Save and Continue.
Please DO NOT skip the next step, otherwise your modifications won’t go through.
Now you’ll be directed to the Product Configuration page. Here you must check the box beside the message saying, “Check here if you want to update (TPG, RA, Republic) Enrollment.”
After doing this, click Save and Continue .
On the next page click Save and Continue.
Now on the next page, please modify any piece of information you need.
After doing this, click Save and Continue.
After these steps, please keep going further by clicking:
Save and Continue on every single page shown.
Register Bank on every single page shown.
I Agree on every single page shown.
Once you get to the final page please click Transmit Enrollment.
Now click Bank on the left side bar.
Locate the Location Account Name from the list, and you’ll see the status changed to QUEUED.
Now, you’ll only need to wait until the status changes to ACCEPTED.
