Linking Accounts on Prism
This is what members must clearly specify when requesting account linking.
What is the membership number they use to log in and membership they want to linked.
Asking the right questions during this stage is the key to developing a strong relationship with a prospective new business member.
What is the initial contact?
When adding a new membership what system do we open it?
What is Fintech OS?
What is the name of the new CD available?
What is 11 Month Easy Access Certificate.
Because this team will no longer make assumptions or “best guesses,” any request not following the required format will not be processed.
Who is the Digital Engagement Team?
What is the type of business that needs an operating agreement
What is the information needed when entering the personal details of the New/Existing member?
What is Email Address, SSN, and Mobile/Home Phone number?
Who is eligible for this new product?
A request to link accounts must always be submitted under this person’s membership, not the membership being linked.
Who is the individual making the request?
This document is required when opening an account for a Limited Liability Company, as it formally establishes the business.
What are the Articles of Organization?
What is Yes, the system orders it for you, however, you need to email card services the application still.
What are the withdrawal rules for the new CD?
Failure to provide correct membership numbers or clear account details results in this immediate outcome for the request.
What is the ticket being closed?
What is the fee for only having a business investment account
What is $10 a month
Can you open Direct accounts on FINTECHOS
What is Not at this time
Do members lose dividends if they withdraw early?
Members are instructed to always use full membership numbers in requests because this internal system is secure and does not require shortened numbers.
What is Prism?
After completing all required business membership materials, everything must ultimately be sent here.
What is Branch Operations?
What are the two things you still need to do in XP2 currently?
What is chexsystems and fund the account.
What happens upon maturity of the new CD?