What is required to add/change an email on an account? – Client Procedure

September 15, 2022
December 14, 2023
  • In the Alkami platform the client will be able to make the following demographic changes:
    • Add/ Update their Email Address
  • REQUIRED: CX must guide the client in updating their mailing address, phone number, or email address through the Online Banking Platform self-service before attempting a manual demographic change. Refer to the corresponding OLB platform and demographic procedure below
    • If they do NOT have time to update their information, secure message the Alkami steps
  • Email Template: Demographic Change: Email Address Change – OLB Instructions Provided