When you receive your two small test deposits you will want to:

  • Log in to the Client Portal/Account Management
  • Click on the bell icon in the upper right
  • Choose **Pending Items **from the drop down menu
  • Select  ACH or Canadian EFT verification. By clicking on view you will then be able to enter the two sets of deposit amounts to confirm the ACH or Canadian EFT.

Please note, if you enter incorrect test amount you will need to start over.

Additional information on Traditional ACH Verification can be found in our Knowledge Base, and additional information on pending items can be found in our Users’ Guide.