Where do I enter ACH/EFT test deposits?

Q: Where do I enter ACH/EFT test deposits?

ENTER ACH/ETF TEST DEPOSITS When you receive your two small test deposits you will want to: Log in to the Client Portal Click on the bell icon in the upper right Select Pending Items from the drop down menu Choose ACH or Canadian EFT verification . By clicking on view you will then be able to enter the two sets of deposit amounts to confirm the ACH or Canadian EFT. Please Note If you enter an incorrect test amount you will need to start over. Additional Information How to Initiate ACH Transfers in our Knowledge Base Pending items can be found in our Users' Guide.

Question

Accepted Answer

ENTER ACH/ETF TEST DEPOSITS

When you receive your two small test deposits you will want to:

Log in to the Client Portal
Click on the bell icon in the upper right
Select Pending Items from the drop down menu
Choose ACH or Canadian EFT verification. By clicking on view you will then be able to enter the two sets of deposit amounts to confirm the ACH or Canadian EFT.

Please Note

If you enter an incorrect test amount you will need to start over.

Additional Information

How to Initiate ACH Transfers in our Knowledge Base
Pending items can be found in our Users' Guide.