Upcoming Launches

06/22/24

Shopping Cart on Consumer Portal

Platform

Consumer Portal

Availability

All partners going live with DAO

What is this feature?

Applicants no longer need to created separate applications for every account. Which means a better user experience with potential to open multiple accounts all at once

How to use?

To open multiple accounts within the same application, click on the “+” signal and select the features for that account. You will see a message at the bottom of the screen confirming you added the account.

If you need to delete any account from the application, click on “Accounts added” button in the bottom and remove the account you wish.

Notable callouts

We currently do not support adding accounts for different account categories within the same application.

Adding Beneficiaries and Joint Applicants on the Branch Portal

Platform

DAO Branch Portal

Availability

All partners going live with DAO

What is this feature?

You can now open Fiduciary Accounts, both Rep Payee or Conservatorship types, via Branch Portal

Important things to know

As the MSR, you will need to collect the respective mandatory documents directly from the applicant and store it manually on your document storage