Re-sequencing Business Signers

When opening or revising a business account, if a Business name is printing out as a signer on the signature card, you can re-sequence the signers by doing the following:

  1. In Account Maintenance (Platform), have the associate click on the CIF portion of the account.
  2. Click Relationships.
  3. Click Re-sequence.
  4. Move the non-personal CIF to the very top by putting a 1 (one) next to the name. 
  5. Click OK.
  6. Once in streamline again, make sure to input the #3 in the business relationship/signers portion.


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