We are discussing accounts you can merge on online banking (so that the agent can see the fiduciary account along with his/her personal accounts with a single log-in) for example: 1.) Rep Payee 2.) Escrow Agents 3.) Power of Attorney-Appointed Agents 4.) UTMA Accounts The custodian has been challenged as to whether or not you can or can't combine with a parent’s accounts online banking. Is there any legislation or case law or statutory basis for which we must decline these requests or is it discretionary?
First of a Two Part Series
by Jimmy Sawyers, BOL Guru
When the winds of change blow, some people build walls, and others build windmills. --- Chinese Proverb
Can a business make monthly automatic debit compulsory for payment of their product or service without offering another method of payment to the consumer?
How do you get a COT code in online transfer?
What are the best marketing/campaign that I can run to encourage our customer to use/transact thru our internet banking platforms?