Advisors are able to add bank accounts on behalf of clients.
Step 1: Find Your Client and the Bank Account section.
Search for your Client.
Go into their profile
Scroll down part way to see this section, Bank Accounts:
Step 2: Enter Information, Void Cheque
Enter in the bank information, and upload a void cheque.
The void cheque or direct deposit form must be:
In the clients name, exactly as ModernAdvisors accounts are named.
Clear, legible, no corners cut off.
Not handwritten.
Click 'Submit for Client Verification'.
Step 3: Client Confirmation
Clients will receive an email with the subject "Confirm New Bank Account Linking Request". The email comes from support@modernadvisor.ca.
Click Confirm Banking Request in the email.
Confirm the request in a new webpage that will open.
Go through mandatory Two Factor Authentication.
