What is a Wire Agreement?

• Agreement between the client and Quontic
  • Authorizing and agreeing to the terms and conditions of wire transfers
• Required for all first-time wire transfers

Locate the Blank form at: Operations (Z:) > Customer Success > CX – Forms > Wire Agreement Form (edit)

Prior to sending the form/Attaching it to the Hubspot ticket:

• Update the client name(s) and account number(s)
• Update the client’s phone number
• Update the date

Locate/Check for an Existing Form: Operations (Z:) > Daily Work – Remote > Wires > Wire Agreements