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Partner verification data is not up to date - After updating the EFIN on the account, the information on the Partner Verification Screen does not display the correct fees.


🔍 Partner verification data is not up to date

After updating the EFIN on the account, the information on the Partner Verification Screen does not display the correct fees.

⚠️ Before You Begin

Customer needs to:

  • Update and validate the new EFIN with the new Registration Code on the Setup Assistant.
  • Refresh the Partner Verification data after the EFIN update/validation.

📊 Step-by-Step Guide

Step 1: Update and validate the new EFIN

Use this when you need to ensure the account is using the correct EFIN and Registration Code.

Update and validate the new EFIN with the new Registration Code on the Setup Assistant.

Step 2: Refresh Partner Verification data

Use this when the Partner Verification Screen is showing incorrect fees.

Then refresh the Partner Verification data.

📞 Still Need Help?

If you are having trouble, contact our support team:

Phone: 1-800-516-9442

Or submit a support ticket



Tags: install,setup