Description: This article will explain each one of the symbols you might see in the bank apps.
Process:
Understanding Bank Application Status Symbols
You may encounter various symbols that indicate the status of your bank applications. This article explains the meaning of each symbol and provides guidance on how to resolve any related issues, if necessary.
Green Checkmark Icon (“Accepted”): The bank app has been accepted.
Red Pause Icon (“Waiting for Master Approval”)
When the application for your Master EFIN is accepted, the application for your Transmitting EFIN(s) will be able to proceed through the approval process.
If you need assistance with this process, refer to the following article: How to Enroll Your Service Bureau with the Banks
You can also open a support ticket, and the support team will be happy to assist you
Black Checkmark with Blue Dots Icon (“In Progress”):
You’ve started the bank application, but it has not been submitted to the bank.
For assistance, refer to the article: How to Enroll Your Bank Application for the First Time
You can also open a support ticket, and the support team will be happy to assist you
3 Black Dots with Blue Circle Icon (“Pending”):
If you see the “Pending” status, the EFIN owner will need to log in to the RA Portal for that EFIN through the RA website (www.refund-advantage.com) and complete the required steps, including:
Compliance test
Uploading the EFIN Application Summary
Uploading ID
Refer to the article: RA Bank Application Pending You can also open a support ticket, and the support team will be happy to assist you
Red Reject Icon (“Rejected”): The bank app has been rejected.
Please open a ticket and the support team will assist you.Red Padlock Icon (“Locked”): The bank app is locked. Normally this will appear when the bank app has just been submitted.
If it has been like this for more than 24 hours, please open a ticket, and the support team will assist you.
