How do I scope an additional bank account or loan when my client is already in ongoing service?

To scope an additional bank, credit card or loan account for a client in ongoing service, you'll need to take a few steps.

To scope an additional bank, credit card or loan account for a client in ongoing service, take the following steps:

1. Log into your partner portal
2. Navigate to the Portal Manager 
3. You will be brought to the Client listing
4. Navigate to and select the client you would like to change the scope for
5. Select the View Scope button
6. The scoping tool will now launch in your window and you will be brought to the Services tab
7. Select the +Add button from the Bank and/or CC Accounts section 
8. A popup window will appear:
   
   

1. Follow the on-screen prompts to search for and select your Bank Name
   1. Complete the remaining required field; indicated with a red asterisk (*)
2. Once all fields are completed click the Save button as it will now be available for selection

Congratulations! You have successfully scoped a new bank, credit card or loan for your client in ongoing service! The newly scoped accounts will now undergo Deployment and the Client Point of Contact will receive respective Deployment tasks. These tasks will ensure we have the necessary information to be able to support the new account.