Financial Institution Branches

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Financial Institution Branches

The Financial Institution Branches page displays a list of branches of financial institutions available to select from and used when setting up the banking information of the producers.

To open the Financial Institution Branches page:

Click the Payment Settings arrow on the navigation menu, and then select Financial Institution Branches.

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The Financial Institution Branches page provides:

Ability to search by financial institution, transit number, and location

Ability to view, create, edit, or delete details

Ability to sort column details in ascending or descending order