Online Banking (Client View) – Forgot Username

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

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 onlinebanking@quontic.com

This email will also contain a link to return to the sign-in page