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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…
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