1. In Records, click Constituents
  2. Open the appropriate constituent record
  3. On the Relationships tab in the left pane, select Bank/Financial Institutions
  4. Click New Bank/Financial Institution
  5. Enter the appropriate information on the bank/financial institution record.

    The Institution ID, Bank Transit Code, and Account Code are located on the bottom of a check as follows:

    04356      003   7004617
    Transit #  Bank#  Account#

    The Institution ID is a combination of the Bank number and the Transit number: [Bank number][Transit number]. In this case, the Bank number is 003. The remaining 5 digits come from the Transit number. For this example, the Institution ID is 00304356.
  6. Save and close the relationship record
  7. Save and close the constituent record

Bank/Financial Institution relationship

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