Advisors/Agencies - ACH Content Link

Overview

This help documentation covers a feature for tracking bank account information related to Automated Clearing House (ACH) payments. The ACH content link is accessible when viewing advisor or agency records and is only visible to users with the "Track ACH license enabled."

Key Features

Creating ACH Records

Users can establish new ACH records through an Options menu. Notable fields include:

• Verified with Bank
• tracks verification status (Failed, Pending, or Verified)
• Use in Reports
• designates a primary ACH record for Dynamic Reports
• Future Report Indicator
• allows marking records that become effective on future dates

Viewing and Editing

Records can be accessed through hyperlinks in the ACH Information list. Users with read-only permissions see bank account numbers appear masked.

Managing Notes

ACH records support SmartPad notes for additional documentation purposes.

Deletion

Records can be removed by selecting them and using the delete option from the Options menu.

Access and Permissions

Feature visibility and functionality depend on user license settings and permission levels established through the User Accounts section of the application. The document references "User Accounts - User Rights" and "Permissions" content links for configuration details.