- The client will enter the following
- Email address
- Must be the email address used for initial online banking setup
- SSN/TIN
- With or without dashes
- Account Number
- If the client does not know their account number
- Send the template from Hubspot for account number retrieval via secure email or online banking message
- If the client requests their account number through online banking secure message, CX team can send it back through an online banking message
- If the client does not know their account number
- Email address
- Client will receive verification screen that they identity has been confirmed and the username is being sent to the email address on file
- Click Go to sign in
- Client will retrieve their username from an email from [email protected]
- This email will also contain a link to return to the sign-in page