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How your clients will experience CashDeck — Webinar follow-up
How your clients will experience CashDeck — Webinar follow-up

Here you'll find a video of the webinar along with helpful links to help your understand your clients experience.

Dale Stephens avatar
Written by Dale Stephens
Updated over 3 years ago

Articles

Understanding Status Notifications

Know exactly what step your client is up to by understanding their request status. Click on this link to find out more.  

Re-Enable a Request

To learn how to re-enable a request so your client can add more banks to their request click here

Which Banks are Supported

Not all banks are supported for the retrieval of bank statements. To find out what we can get from where please click on this link.

Security Collateral for your Clients

We have developed a short 1-page article that contains 5 key points about the security of your clients' information. Note there is a PDF version for immediate sharing, or you can download a .docx version if you would like to adjust the fonts, layout, or add your logo.


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