Receipt of Funds Client Information Request

Overview

ROF Client Information Request is found within the ROF form. This is where you can send a request to your client, asking them to fill out their banking information remotely without feeling required to hand over their personal information to the agent.  

Walkthrough of Client Information Request

The Client Information Request is located under 'Account-Related Information.'

Once you've located it, click on 'Send Request,' and a pop-up box will appear.

Here, you will enter your client's first and last name and email address. After filling that out, click 'Send Request'

To confirm whether your request was sent, it should show you which email address you sent it to and the time just after clicking 'Send Request' in the previous step.