Edit and Save Bank Details on Ascend Dashboard

Jack Brown
11 steps
51 seconds

Useascend

Navigate to [https://dashboard.useascend.com/programs](https://dashboard.useascend.com/programs)

Click this icon.

Click "Bank details"

Complete business and business owner information, including TIN and owner birth date and SSN.

Ascend requires this information for KYC purposes

Click "Edit"

Click the "Account number*" field.

The operational account is used to manage your agency’s operational expenses. For financed policies, Ascend will send your commission to this account. The trust account is used to hold fund on behalf of other parties (e.g. carriers, wholesalers, etc). \ \ For paid in full policies, Ascend will transfer all funds (premium and commission) to this account.

Type the account and routing numbers for the operational account

Click the "Account number*" field.

Type the account and routing numbers for the trust account

Click "Save bank details"

And that's it!

Edit and Save Bank Details on Ascend Dashboard

Jack Brown
11 steps
51 seconds

Useascend

Navigate to [https://dashboard.useascend.com/programs](https://dashboard.useascend.com/programs)

Click this icon.

Click "Bank details"

Complete business and business owner information, including TIN and owner birth date and SSN.

Ascend requires this information for KYC purposes

Click "Edit"

Click the "Account number*" field.

Type the account and routing numbers for the operational account

Click the "Account number*" field.

Type the account and routing numbers for the trust account

Click "Save bank details"

And that's it!