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How do I check the status of my client's bank product?

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Question
How do I check the status of my client's bank product?

Answer

OLT PRO tax preparers can follow the progress of a bank product for their clients by clicking on the Bank Tab and choosing Bank Products from the drop-down option. Within this section you can search for your client by using the search boxes within this page.

Please call your bank directly if you need specific information regarding a clients bank product.


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Article Details
Views: 920 Created on: Jun 15, 2013
Date updated: Nov 05, 2014

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