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Recent activity by Eugenio-Mejia Recent activity Votes
  • Required Onboarding Documents

      Articles of Incorporation Articles of Incorporation legally documents the creation of a corporation by a government body. This document generally contains the entity's name, street address, regis...

  • New Client Transfer

      You can direct a new client to start a Transfer:

  • Upload a Document to your Client's Account

    Uploading documents can serve a variety of functions. You can upload Photo Ids for your client, you can upload Transfer forms or any other supporting documentation that the Client account might nee...

  • Link your Bank Account

    Linking your Bank Account allows you to make deposits and withdrawals from your Accounts.   You will need: External Bank Account Username or Email External Bank Account Password   Link Bank Accou...

  • Clear your browser cache

    When you experience an issue that is isolated to your computer and the browser you are using, you may need to clear your browser cache. For example, if you recently updated the logo on your home pa...

  • Add or Change Beneficiaries

    Updating your client's beneficiary is a highly sensitive action so be prepared to provide additional supporting documentation.   Form Needed: Beneficiary Form   The process of updating an asset i...

  • Update your Client's Account Information

    Updating account information is highly sensitive action so be prepared to provide additional supporting documentation.   This applies to: Change of Address Change of Email Change of Name Closing o...

  • Updating Asset Value

    Updating your client's asset value is something that should be done on a regular basis -at least once a year- to maintain good standing with the IRS.   Form Needed: Asset Valuation Reporting Form ...

  • Open an Additional Account for your Client

    Opening additional accounts allows your clients to manage multiple vehicles using a single login.   If your client has never opened an account, please share with them your Onboarding Link.     Her...

  • Add Team Members

          ⚠️ As of the writing of this article, all team members have access to the SAME permissions. Please use Caution. ⚠️   Navigate to Settings > Team Management Click on Add New Member Provide: ...