What if my client is using a trust?

How to gather information on additional accounts from your clients using CertifID

When sending a Confirm request to your client, there is a field called 'Add final credit to'. Here, you can add in the account information for the trust account, where these funds will ultimately be disbursed to.

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Similarly, when you send your client a Collect request to have them provide their account details, they will be able to click on the 'Add Further credit to' option to add in those additional Trust account details.

 

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Thanks for reading, and please contact support@certifid.com with any additional questions!