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20 Legal Account Ownerships, Webinar

May 25 @ 10:00 am - 12:00 pm CDT

Click Here for More Information and to Register

Covered Topics

  • How to open and document personal accounts, fiduciary accounts and business accounts
  • How setting up accounts improperly can create liability for your financial institution
  • Creating consistency in your organization on how accounts are opened
  • Signature Card danger zones and what can go wrong
  • How CIF systems can create errors in ownership and signature card conflicts
  • How to add owners, make changes and other issues after the account is opened
  • How to following the authority trail established in the paperwork
  • What can attorney-in-facts do and not do on individual accounts
  • How to change business accounts signers and owners
  • And much, much more…