To create a one-time or recurring EFT or PAC, click the 'Create EFT' button on the client page and enter the relevant details.
To cancel an EFT you can do so by going to Transfer Requests at the top of your screen, search by client or account number, and select the Cancel button beside the one that needs to be cancelled.
When an advisor puts in an EFT request, ModernAdvisor will send an email to the client to confirm the instructions. The EFT or cancel request will only be initiated upon after the client clicks on the confirmation button in the email.