Get Straight2bank Setup Maintenance Form

Filling out the Straight2bank Setup Maintenance Form online is a crucial step for users seeking to establish or modify their banking services. This guide provides clear, step-by-step instructions to ensure a smooth completion of the form.

Follow the steps to complete the Straight2bank Setup Maintenance Form online.

1. Click the ‘Get Form’ button to access the Straight2bank Setup Maintenance Form, opening it in your preferred online editor.
2. Begin with the 'Required – Basic Information' section, filling in the company particular details including the full company name, mailing address, and contact information. Be sure to select the desired Straight2bank connectivity options.
3. Proceed to the 'Required – Authorisation' section located on the last page. Remember that mandatory fields are highlighted in red and must be completed.
4. Complete the optional services section if you wish to add Cash, Trade, or Securities Services. These options will enhance your banking experience.
5. If applicable, fill out the Authorisation Matrix to establish transaction approval rules that align with your company’s requirements. Define limits and groups for smooth operations.
6. In the User Maintenance section, add or update user information, specifying roles and assigning entitlements as necessary.
7. Once all details are filled accurately, review the information for completeness. Make any necessary adjustments.
8. Save your changes, then choose to download, print, or share the completed form as needed to finalize your submission.

Complete your Straight2bank Setup Maintenance Form online today to streamline your banking services.