How do I send wiring instructions within Aim+?

Select your file in Disbursements and click on the Wire Confirmation button

 

 

Select your file in Disbursements and click on the Wiring Confirmation button. When at the Wire Confirmation screen, click the Send Wire Info button.

 

 

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.

 

 

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