Account Services
This tool is used to replace debit cards.
What is Card Maintenance?
These two credentials are used by the client to login to their online account
What are Online ID and Password?
This is the 3-digit code on the back of the debit/ATM card.
What is the CVV?
This authentication method uses a six-digit code.
What is OTAC by Text?
This will show you when a deposit hold will be released.
What is the Holds Pending Total?
This allows you to transfer money between the client's accounts in Synergy.
What is Payments & Transfers?
This needs to be verified before issuing a temporary Password.
What is the primary email address?
This system is used to rush and track debit card shipments.
What is STACI?
This is the system used to verify BofA employees.
What is Associate Verification System(AVS)?
This is the decimal place to which you must quote an interest rate.
What is the second place?
This tool is used to attempt to return BofA fees back to the client.
What is Refund Tool?
You need to click on this to reveal the temporary password before reading it to the client.
What is the Show link?
This Solution Center article is used to look up decline codes.
What is Debit Card and ATM Card Alpha and Numeric Declined Reason Codes Job Aid?
This is the authenticator that sends a link via text that asks the client to log into their app.
What is Digital ID?
There are this many refund reasons.
What is four?
This tool allows you to enable or disable the mailing of paper statements.
What is Document Preferences?
This link will allow you to see phone numbers registered with Secured Transfer.
What is Security Token Management?
This is the delivery timeframe for an international debit card shipment.
What is 4-16 business days?
These are the three options a client has if they fail authentication.
What is call back in 10 minutes, call through the app, or visit a Financial Center?
This tool is used to research Bill Pay transactions.
What is PartnerCare?
This will allow you to access Compass.
What is External Transfers?
This is the only Zelle status that will allow the transaction to be canceled.
What is Pending - Unverified?
This is how many cards an account owner can have per account.
What is one?
You can provide one of three pieces of information for this authenticator, and the client must provide the other two.
What is transaction verification?
This tool is used to view available debit card designs.
What is the Affinity Reference Tool?