New Processes Making Your Life a Little Easier: 9.30.22

Updates for 09.30.2022

eQuipt for New Accounts

This week’s update includes the following:

• The ability to include the NFS, Qualified Account, Asset Movement Authorization form in the enrollments bundle via a new process
• An updated message on the Documents page includes a new way to verify your client

Read on to learn the details of each update.

New! Ability to Include the NFS Asset Movement Authorization Form in the Enrollment Bundle for Qualified Accounts.

When you select “Bank Funding and Linking” in the “Funding & Standing Instructions” section of the Account Details page for a Qualified account, it will begin a new process to set up the Instructions for the EFT Standing Instructions.

This process enables you to include the NFS Premier Select Asset Movement Authorization Form in the enrollment documents bundle. The bundle, including the new form, can be printed and manually signed or electronically signed using eSignature in eQuipt Client Portal. Including this form in the account opening process reduces the piecemealed, manual work you must get signed for Qualified accounts.

Update: Documents Page Message for Client Verification

Recently the Account Signature Verification Form message was added to the Documents page. That original message was updated and informs you that you should complete the Signature Verification Form or submit a copy of the Client’s Government Issued ID via ServiceNet. You can avoid potential processing issues for some requests when you submit the completed form or a copy of the client’s ID through this process.

• NOTE: A Signature Verification Form or Government ID copy may be required when submitting certain types of asset movement or maintenance activities because they need additional verification.

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Stay Tuned & See You Soon!

We are working hard to finish out the rest of the year strong. Stay tuned for more eQuipt updates and if you’re heading to ConnectED, come to say “Hi” at the Digital Solutions booth.

All the best,

The eQuipt Team