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Status Potential for future consideration
Created by Guest
Created on Sep 24, 2024

Add Comment/Note or Attachment to the Bank Definition

In discussing with our accountants and compliance, it would be helpful to add a field to the bank definition for general comments or to add a copy of the signature card or POA. It would be helpful to be able to add comments/notes about the account opening/closing or referencing the signature card/POA.

  • Attach files