ANSWER ME!
Our integration with this allows us to send a direct deposit change request directly to a user’s employer on their behalf.
Click Switch
True or False.
Mobile Check Deposit (except stimulus) can't be a first form of deposit on the account.
True.
How many days does it take for a card to be delivered via UPS including the printing process?
3-5 business days. UPS is the courier for expedited shipping.
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This houses all of our customer information and the majority of our tooling for assisting users. From this, you can see transaction history, linked banks, users/teens linked to a parent, and any notes we have left regarding the account itself.
Morty
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True or False.
MCD can't be the first form of deposit. The customer needs to deposit thru ACH, Direct Deposit, and Cash Deposit to deposit a check for the first time.
False. Only ACH and Direct Deposit can be first forms of deposit to do MCD
How much is the limit for direct deposit per transaction?
None
True or False.
The customer is not allowed to download a statement so we need to send it to them.
False. They can download it through the app.
How many days does a merchant refund take to settle on the account after it was initiated?
7-10 business days
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What should we do if the the STAR icon is highlighted on the customer's profile?
Assist the customer carefully and inform your TL or Trainer.
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What are the 3 Actions in Transaction History that you'll see once if a purchase is successful?
CARD_AUTH, CARD_PENDING, CARD_SETTLE
Sheila's paycheck was dated December 25. It was sent by her employer last December 22 but she didn't receive it on the 25th. She's on a Basic Plan. What could be the problem?
December 25 is a federal and a bank holiday
True or False.
A single TUID can have several CARD_AUTH but only one CARD_SETTLE or CARD_DECLINED.
True.
How much can a Premium customer deposit cash per day?
$1000
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This button pulls the latest account information available and refreshes the balances and account activity so you have the most up-to-date view.
Sync button
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INIT_DEPOSIT (ACH Deposit) is today, 3/1/21 8am. What is probably the latest date that it will settle?
3/8/21
What are the two ways to set up a direct deposit?
via Click Switch or manually
True or False.
A Transaction Unique Identification Number or TUID is a generated code both by the merchant and Current for every transaction.
False. This is only generated by Current.
Henry, a teen account holder, withdrawn $100 dollars though AllPoint ATM. How much will he be charged?
$102.50
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Jimin, a parent account, has $25.00 on his spending wallet while his kids, RM and V, has $10.00 and $15.50, respectively. What is Jimin's Admin Balance?
$50.50
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True or False.
ACH Bill Pay is similar to an automated payment set up thru Plaid for the customers to be charged for every pay/bill cycle.
It is not thru Plaid but thru Square.
The paycheck of a Basic Plan customer was deposited on February 26. The release should be on March 3 so he upgraded to Premium. When will he receive his direct deposit?
March 3
True or False.
A positive amount means a credit to the account while a negative amount means debit.
False. it's the other way around.
How much can a teen deposit cash per day?
$0.00. Teens can't deposit cash.
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How will we identify an ACH Withdrawal and ACH Bill Pay in Transaction History?
Thru Destination. If it's going to one of the Funding Sources, it is ACH Withdrawal. If it is going to a Direct Deposit account, it is an ACH Bill Pay.
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INIT_DEPOSIT could be for an ACH Deposit, Direct Deposit, and Mobile Check Deposit.
True