How do I submit my bank account information via CertifID?

JJ Franco
JJ Franco
  • Updated

After receiving a request from your title company or law firm to provide your account information, you'll first confirm your identity and then be brought to a form to input your account details.

 

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  • First, enter the ABA routing number

Confirm:Collect Update - End User Routing Number.png

  • Select the Account type from the drop down menu
    • If the account is a trust account, select the checkbox for This is a Trust. For more information on submitting information for a trust account click here.
  • Enter Account holder name
    • NOTE: If there is a joint account holder please provide that information by selecting Add joint account holder
  • Enter the Account number
  • Confirm the Account number

Confirm:Collect Update - End User Account Type:Number.png

  • Enter the Account billing address
    • NOTE: This is not asking for the bank's address, but the account holder’s address on file with the bank

Confirm:Collect Update - Account billing adress.png

  • Select Continue
  • Review the information that has been entered for accuracy on the final page. To avoid any issues with the wire transfer, we highly recommend double-checking all of the information is correct.
  • Select Submit
  • To download a copy of the CertifID document with the information that you submitted select Download PDF

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Still having issues with submitting your account information? Feel free to reach out to our Support team at support@certifid.com.

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