Constituent Financial Institutions

In Constituents, you can store information about the financial institutions your constituents use. You manage this information on the Constituent Financial Institutions page. To access the Constituent Financial Institutions page from Constituents, click Constituent financial institutions under Configuration.

Under Constituent financial Institutions, you can view financial institutions in the database. For each institution, you can view its name, branch name, and routing number. You enter this information when you add the financial institution to the database. To update the information that appears in the grid, click Refresh on the action bar.

Depending on your security rights and system role, you can manage the financial institutions from the action bar.

Note: You set up your organization’s bank accounts from the Manage Bank Accounts page in Treasury. After you set up a bank account, you can select a specific bank account to process your organization’s financial transactions, such as transactions included in a direct debit transmission file. For information about how to manage bank accounts, see the Treasury Guide.