REQUEST TO CHANGE TOTALCASH MANAGER ADMINISTRATORTotalcash Manager Access Authorization Agreement • December 22nd, 2020
Please complete and sign this request form and read the terms of the TotalCash Manager Access Authorization Agreement (the “Agreement”) set forth in Part 5 below.
KESTRA LOAN ACCESS TOTALCASH MANAGER ACCESS AUTHORIZATION AGREEMENTTotalcash Manager Access Authorization Agreement • July 23rd, 2020 • Delaware
Completion of this TotalCash Manager Access Authorization Agreement (the “Agreement”) grants a financial professional firm access to obtain information on client accounts at The Bancorp Bank opened through Kestra Loan Access. Financial professionals are granted access to client accounts through the account application. Only those accounts that have client authorization will be added to the financial professional TCM profile.
