Description: This article will guide you step by step on how to edit the EFIN Owner’s SSN, DOB, email address and/or any other detail not related to the bank account or fees.
Process:
Warning: If you already have an accepted bank app and this is updated you may need to go through Bank Underwriting again and this could cause issues in Bank Acceptance. Please open a ticket if you run into any issues as this may require bank rep escalation.
Log in to your Account HUB using your Admin Credentials.
Click “View” in “Manage Banking” or click “Manage Banking” on the left side of your screen.
Locate the EFIN you want to edit.
Click on the bank name you want to edit, located on the right side of the screen.
Now, we need to jump to the correct section. Click on section 4 EFIN Owner.
Section 4: EFIN Owner
Please modify any piece of information in this section.
Click Save
Now it's time to lock and submit the application. This step is crucial, so please DO NOT skip it. Failure to complete this step will result in your modifications not being saved and applied.
Click on section 8 Lock and Submit Application.
Section 8: Lock And Submit Application
Remember, in this section, you’ll submit the changes. This final step is crucial, otherwise the application won’t be submitted.
A pop-up will display. Click OK.
The following message will be displayed.
You’ll see the “8” turns green and the lock turns red.
Close it by clicking on the red “X” in the top right corner.
Refresh the page.
You’ll see the bank application that was modified will show a red lock, this means it was resubmitted.
After these steps, you only need to wait for the bank application to get reaccepted.
