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BANKS/FINANCIAL INSTITUTIONS

Streamline your confirmation responses in one secure place!


Preferred Language
English (US)


 * Bank FAQs
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 * Bank User Guides
 * Never Used Confirmation?
 * Bank Kits/Printed Inserts
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HOW DO I RESPOND TO AN ASSET VERIFICATION REQUEST?

CAN I ASSIGN OR REASSIGN A CONFIRMATION TO ANOTHER DEPARTMENT?

HOW DO I PRINT A COPY OF A CONFIRMATION REQUEST?

CAN I RECALL A CONFIRMATION RESPONSE ONCE SENT?

HOW DO I KNOW THE CLIENT SIGNER HAS AUTHORIZED THE AUDITOR TO SEND REQUESTS?

WHAT'S THE DIFFERENCE BETWEEN A USER ADMIN AND A SUPERVISOR USER?

DOES CONFIRMATION SUPPORT MORE THAN ONE AUTHORIZED SIGNER PER ACCOUNT?

WHAT DO I DO IF I CAN'T LOCATE THE ACCOUNT ID OR CLIENT NAME REQUESTED?

HOW DO I UPDATE THE RESPONDER INSTRUCTIONS FOR MY INSTITUTION?

WHAT DOES THE FUTURE DATED CONFIRMATION REPORT PROVIDE?

HOW DO I ADD A NEW USER TO MY INSTITUTION?

CAN I ADD AN ATTACHMENT TO MY CONFIRMATION RESPONSE?

CAN I COMPLETE PAPER CONFIRMATIONS ONLINE?

HOW DO I REMOVE AN INACTIVE CLERK OR SUPERVISOR?

WHAT IF THE ACCOUNT ID REQUESTED WAS CLOSED FOR THE AS OF DATE?

WHY IS THE CONFIRMATION LOCKED TO ANOTHER CLERK?

HOW DO I RESET MY PASSWORD OR USER ID?

HOW MUCH DOES IT COST TO USE CONFIRMATION?

WHAT DO I DO IF THE AUDITOR ASKS FOR ADDITIONAL CLIENT INFORMATION?

CAN I PUT A CONFIRMATION ON HOLD WHILE I GATHER ADDITIONAL INFORMATION?

WHERE CAN I SEE THE CLIENT AUTHORIZATION INFORMATION?

CAN I REQUEST MORE INFORMATION ABOUT THE CONFIRMATION REQUEST?

HOW DO I SEARCH FOR A PAST CONFIRMATION?

CAN I UNLOCK A REQUEST THAT IS LOCKED TO ANOTHER CLERK?

CAN I ASSIGN A CONFIRMATION REQUEST TO MYSELF?

WHY ARE SOME ACCOUNT IDS RED ON THE PENDING TAB?







IF YOU’RE STILL RECEIVING CONFIRMATION REQUESTS THROUGH EMAIL, FAX, OR MAIL, WE
CAN HELP. USE OUR DOWNLOADABLE INSERTS TO LET AUDITORS KNOW THAT THOMSON REUTERS
CONFIRMATION IS YOUR BANK’S PREFERRED WAY OF RECEIVING REQUESTS.

SELECT FROM THE OPTIONS BELOW TO ACCESS A DOWNLOADABLE VERSION OF YOUR PREFERRED
RESPONSE FLYER. FROM THERE, YOU CAN SAVE THE PDF TO YOUR COMPUTER.

NORTH AMERICA ENGLISH (OUR BANK RESPONDS TO REQUESTS SUBMITTED ONLINE THROUGH
CONFIRMATION)
ENGLISH – PREFERRED (CONFIRMATION IS OUR PREFERRED METHOD OF RECEIVING
CONFIRMATIONS)
ENGLISH – EXCLUSIVE (OUR BANK RESPONDS ONLY TO REQUESTS SUBMITTED THROUGH
CONFIRMATION)
CANADIAN FRENCH (OUR BANK RESPONDS TO REQUESTS SUBMITTED ONLINE THROUGH
CONFIRMATION)
CANADIAN FRENCH – PREFERRED (CONFIRMATION IS OUR PREFERRED METHOD OF RECEIVING
CONFIRMATIONS)

EUROPEENGLISH (OUR BANK RESPONDS TO REQUESTS SUBMITTED ONLINE THROUGH
CONFIRMATION)
ENGLISH – PREFERRED (CONFIRMATION IS OUR PREFERRED METHOD OF RECEIVING
CONFIRMATIONS)
ENGLISH – EXCLUSIVE (OUR BANK RESPONDS ONLY TO REQUESTS SUBMITTED THROUGH
CONFIRMATION)
SPANISH
FRENCH
GERMAN

ASIA PACIFICENGLISH
JAPANESE
SIMPLIFIED CHINESE
TRADITIONAL CHINESE

CENTRAL AMERICA AND SOUTH AMERICASPANISH
PORTUGUESE

MIDDLE EAST AND AFRICAENGLISH

DOES YOUR BANK ALSO RESPOND TO ASSET VERIFICATION RESPONSES WITH CONFIRMATION?
USE THESE INSERTS TO REDIRECT REQUESTS TO CONFIRMATION, INCLUDING BANK
REFERENCES, VOD, REVERIFICATIONS, AND GOVERNMENT BENEFITS ELIGIBILITY (HUD).
ENGLISH
ENGLISH - PREFERRED
ENGLISH - EXCLUSIVE

WE ALSO OFFER PRINTED INSERTS. YOU CAN SLIP ONE INTO THE ENVELOPE WHEN YOU
RETURN A CONFIRMATION YOU RECEIVED IN THE MAIL. IT WILL LET AUDITORS KNOW THAT
YOUR FINANCIAL INSTITUTION RECEIVES REQUESTS THROUGH CONFIRMATION.

REQUEST YOURS TODAY IF YOU LIVE IN:

UNITED STATES
EUROPE
APAC
ANYWHERE ELSE








        

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