How do I confirm account details for a client within AIM+?

From Disbursements, with the file selected, click the Wire Confirmation button.

 

From Disbursements, with the file selected, click the Wire Confirmation button. From the WIre Confirmation Screen, click the Confirm Wiring Info button.

 

 

At the Confirm Wire Info pop-up screen, use the Party drop-down to select the party. Use the Find Party button to search for a user in AIM or type in the recipient's information manually. Enter the mandatory fields along with bank account numbers and click Submit.

 

 

If the Aim+ user's account has multiple active CertifID accounts, select CertifID account pop-up displays with a list of available CertifID accounts to choose from. Select the CertifID user and click OK to continue.

 

 

After your account setup is validated, the Confirm Wire Details pop-up will display. Enter recipient details and click Submit.

 

 

For any additional information, please contact your Customer Success Manager or reach us at support@certifid.com.