Client Question: " How do I set up my bank?"

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If a client asks, How do I set up my bank?":

1. Upon initial Log in to Ledger Sync, the client can add their Financial Institution. A Help Box Will appear asking the client to "Click Here" to add Accounts.

2. When they start typing the name of their institution (bank or credit card), a drop down box of the recognized institutions should appear. They simply click the correct name and enter the following credentials:

  • The URL/Web Address they use when logging into their bank
  • Username
  • Passwords / Token IDs
  • Security Question Answers

If the client bank is not recognized:

1.Your client can simply click on this icon- REQUEST EXTRACTOR

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And a form will show up asking the below.

2. To request an Extractor/New Account, the client will need to enter the following:

  • Financial Institution (bank or credit card) Name
  • The URL/Web Address they use when logging into their bank
  • Username
  • Passwords / Token IDs
  • Security Question Answers

     

3. The client will than "Submit" the request. The information is then sent via an encrypted message to our programmers. A notification email will be sent to the client that the request has been received.

4. Once the Extractor is created, an email will be sent to the client requesting they log into Ledgersync again to complete that particular bank/credit card registration.

AS ALWAYS, if they are having any issues during this process the client can click the orange "Support" tab on the left-hand side of the Ledger Sync page. 

The support tab will direct them to either create a "Support Ticket" or start a "Live Chat" with our Customer Service Team.

If they would like to speak to a live Customer Service Agent for Ledgersync they can call us at 877-415-3152. Hours of operation are M-F 8:00 am - 5:30 pm Eastern Standard Time.

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