What entites can be added as a beneficiary?

CX can add the following entity types as a beneficiary on an account Individual Trust Estate CX must receive written confirmation from the client with the specific information depending on what type of beneficiary that is being added to the account: Individual Beneficiary require the following information: Trust Beneficiary require the following information: Estate Beneficiary […]

MY PIN is not working. What happened?

A security feature of the Debit and ATM cards is to automatically update to a blocked status if the client excessively uses an incorrect PIN.  The client is required to contact Quontic and have the Invalid PIN Attempt counter reset to continue using the card. If the customer feels they may not know the correct […]

How to enable the external transfer feature for a banking customers?

2. Click on Support 3. Click on Customers 4. Search the client by: Click on the Clients Name 5. CX must scroll down and locate the Feature and Access section 6. CX will click on Change 7. Select Show all 12 packages 8. Click on Standard Retail Package Click on Save 9. The page will […]

What is an External Transfer?

A External Transfer is a way to move money electronically between one financial institution and an account in another financial institution. Quontic offers the following External Transfer options to move funds to and from Quontic

What are the Quontic initiated ACH External Transfer Limits

The Quontic initated ACH External Transfer limits, to which a customer will be subject, depend on the user package they are currently enrolled in. The majority of banking clients who are passed the new customer 30-day mark and possess an eligible Quontic account, which includes external transfer capabilities, will typically be automatically enrolled in the […]

Can customer reapply for a declined application?

YES- Must apply with the same email but alter the email address The client can capitalize one letter Must apply with the same information as the original application Customer can check ChexSystems to see if a freeze is placed and if there is a freeze placed by the client, they need to remove it to […]

What is Max My Interest?

Max My Interest is a website which the client has access to multiple banks for rate shopping https://www.maxmyinterest.com/ They use this third party to open an account with Quonitc Bank The client uses Max MyInterst login credentials to open bank accounts The only account that can be opened through Max My Interest is the Quontic […]