CONMANAGER011 - Retrieve connected company funding bank details

The Manager feature allows you to access bank funding details for your connected companies (customers).

1. Search for the connected company (customer).

2. Open the Manager Services drop-down menu.

3. Select Get Funding Bank Details.

4. View the funding bank details and provide them to your customer.

Important: Make sure to share the correct wire reference, unique to their company, which they should include in any inbound wire instructions.