Adding a new financial institution branch
To add a new financial institution from the Financial Institution Branches page:
1)Click Add New to open the Add New Financial Institution Branch page, and then complete the following:
•Financial Institution*: Type first letter of the financial institution or click Financial Institution arrow to display list of financial institutions, and then use the scroll bar to move up or down the list to find and select the desired financial institution.
•Transit #*: Type complete number of the financial institution transit.
•City*: Type first letter of the city or click the arrow to display list of cities, and then use the scroll bar to move up or down the list to find and select the desired city.
•Province*: Type first letter of the province or click the arrow to display list of provinces, and then use the scroll bar to move up or down the list to find and select the desired province.
•Postal Code: Type full postal code.
•Country*: Type first letter of the country or click the arrow to display list of provinces, and select the country.
•Comment: Type a comment for the financial institution branch.
•Phone #* / Phone #2: Type the primary phone number. Add a second phone number, if applicable.
•Fax #: Type the primary fax number.
•Email / Email 2: Type the primary email address. Add a second email address, if applicable.
2)Click Save to save the financial institution branch and return to the Financial Institution Branchespage. The financial institution branch displays on the Financial Institution Branches page.
– or –
Click Cancel to return to the Financial Institution Branches page without saving the details.
Updating a financial institution branch
To edit or update the details of a financial institution branch from the Financial Institution Branches page:
1)Click Edit icon to open the Update Financial Institution Branch page.
2)Edit or update the details of the financial institution branch as necessary (see Adding a new financial institution branch for more information.)
3)Click Save to save the financial institution branch and return to the >Financial Institution Branchespage. The financial institution branch displays on the Financial Institution Branchespage.
Removing a financial institution branch
To remove a financial institution branch from the Financial Institution Branches page:
1)Click Remove icon of the financial institution branch you want to remove.
2)Click OK to confirm you want to remove this branch. The financial institution branch and its detailed information are deleted from the Financial Institution Branchespage.