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Web Portal - Bank Selection

Web Portal - Bank Selection

Central Site will automatically send EFIN records for ERO's approved by a single bank. ERO's with multiple bank applications will need to make a bank selection in the portal.

If you only applied to a single bank it is not necessary to select a bank as it will default to the only bank submitted unless there were changes made that require the bank application to be resubmitted.

 

Follow the instructions below to successfully select a bank in the portal:

1. Log in to the CrossLink Web Portal.

2. Click Office Management Bank Selection.

3. Locate the EFIN number and click View.

4. Click Select next to the desired bank to be used.

This selection will be permanent for the rest of the season.

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