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.
- Click Add New External Account.
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- 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.
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- Once added, you will need to approve the account by check-marking the verified box and clicking Save.
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