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Level 1
January 29, 2021
Question

Quick Collect

  • January 29, 2021
  • 1 reply
  • 8 views

I have completed the Compliance Test with Santa barbara Bank, how do I set Quick Collect with pro series

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1 reply

Level 5
January 29, 2021

Try Tools/Options/Pay per Return/ Enrollment options. Select Santa Barbara TPG for Bank Product and click on the Refresh button above. If you are enrolled, it should update.