Adding a New External Account (Loan) as an Employee

Note: Admins can ONLY add an External Loan if both Deposit Challenge and Manual verification are turned on.

1. Click Add New External Account.

   

2. Fill in required information.  Note: when adding a loan account, the manual verification process is required as deposit verification cannot be applied to a loan account.

   

3. Once added, you will need to approve the account by check-marking the verified box and clicking Save.

   

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