Getting Started

You just received a reply to a 314(b) request via Fintel, now what?

9 views August 15, 2018 August 15, 2018 jeff 0

Fintel users can import, and process 314(b) requests received through any form of an email.

That means when they send a response to your FI you will also be able to access it though Fintel. The process is straight-forward for you to receive a complete reply to your request.

First, you will receive an email with instructions for accessing the response.

Next, follow the secure link in the email and create a Fintel account. Be patient; there are a few steps to this process to confirm your identity and secure your password.

Once you have access, the first thing you’ll notice on your screen is your Invitation Mailbox. Click on the Case.

You’ll see a complete reply to your request included in various structured data fields, shared documents, and Notes.

If you’d like to ask your counterparty any additional questions or thank them for their excellent response, scroll to the bottom of the page and Click the Continue Discussion button.

If you have any questions email support@fintel.com or for immediate assistance call (800) 918-4695 M -F 8 am – 12 am ET, and S-S 9 am – 9 pm.

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