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Tags: install,setup
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
Tags: install,setup
Support Center