1.17.1 Fund Using Finicity

This topic describes the process through which you can select as external account to fund the new account.

This process is applicable if you have selected the Fund Using Finicity option on the Fund Your Account screen that is accessible only once your account has been opened.

Once you have selected this option and clicked the Make Payment button, the Finicity modal window will appear.

Figure 1-30 Finicity Landing Page

Description of "Figure 1-30 Finicity Landing Page"

Perform the following action:

1. Click Next to proceed with the guided flow.
   The Find your bank page appears.

   Figure 1-31 Find your bank

   
   

   
   Description of "Figure 1-31 Find your bank"

   
   
2. Select a bank from the cards provided or search for your bank if you cannot see it on this page.

   Figure 1-32 Consent Screen

   
   

   
   Description of "Figure 1-32 Consent Screen"

   
   
3. Click Submit to proceed.

   Figure 1-33 Bank Login

   
   

   
   Description of "Figure 1-33 Bank Login"

   
   
4. Enter the login ID of your selected bank in the Banking UserId input field.
5. Enter the password in the Banking Password input field.
6. Click Submit.
   The page displaying the account/s you hold with the bank appears.

   Figure 1-34 Account Selection

   
   

   
   Description of "Figure 1-34 Account Selection"

   
   
7. Select the account you wish to use to fund the new account.
8. Click Save.

   Figure 1-35 Success

   
   

   
   Description of "Figure 1-35 Success"

   
   

   Figure 1-36 Payment Request Confirmation

   
   

   
   Description of "Figure 1-36 Payment Request Confirmation"

   
   
   1. Click Explore Other Products.
      The Product Showcase page is displayed.
   2. Click Go to Application Tracker.
      The Application Tracker summary page is displayed.