Account Setup and Basics

  1. Retrieve Routing and Account Numbers
  2. Generate Voided Check Letter
  3. Direct Deposit Setup

Debit Card Lifecycle Management

  1. Activate Just-Received Card
  2. Set PIN
  3. Change PIN
  4. Freeze Card
  5. Unfreeze Card
  6. Replacement Card
  7. Add Card to Apple Pay or Google Pay

Payments and Transfers

  1. Outbound ACH: Schedule
  2. Outbound ACH: Edit
  3. Outbound ACH: Cancel
  4. Outbound ACH: Trace
  5. Outbound ACH: Manage Limits
  6. Outbound ACH: Recurring Rules
  7. Inbound ACH: Micro-Deposit Verification