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Wholesale Lending New Account Setup Manual for Broker Administrators For Wholesale Accounts approved on or after May 24, 20161Receive emails with IDs and Passwords for the Back offices of Sells and
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Point by point instructions for filling out a new account set-up manual:

01
Read the manual thoroughly: Before filling out the new account set-up manual, take the time to carefully read through the entire manual. This will ensure that you have a clear understanding of the steps and requirements involved in setting up a new account.
02
Gather required documents and information: Make sure you have all the necessary documents and information that are listed in the manual. This may include identification documents, proof of address, tax identification numbers, or any other relevant paperwork. Having everything organized will make the process smoother and prevent delays.
03
Follow the instructions step by step: The new account set-up manual should provide detailed instructions on how to fill out each section of the form. Follow these instructions closely and provide accurate information. Double-check your entries to avoid errors or mistakes.
04
Provide all requested details: The manual may ask for specific details such as your personal information, contact details, financial information, or any other relevant information. Ensure that you provide all the requested details accurately and completely.
05
Seek assistance if needed: If you encounter any difficulties or have questions while filling out the new account set-up manual, don't hesitate to seek assistance. Contact the appropriate person or department, such as customer support or a designated account manager, to clarify any doubts or to get help with any technical issues.
06
Submit the completed manual: Once you have filled out all the required sections of the new account set-up manual, review your entries one last time to ensure accuracy. Make any necessary corrections if needed. Then, follow the instructions in the manual to submit the completed document to the designated recipient or department.

Who needs a new account set-up manual?

01
Individuals opening new accounts: If you are an individual looking to open a new account, whether it's a bank account, online service account, or any other type of account, you may need a new account set-up manual. It will guide you through the process and provide instructions on how to provide the necessary information.
02
Businesses and organizations: Businesses and organizations that require new accounts, such as corporate bank accounts, merchant accounts, or software service accounts, will also benefit from a new account set-up manual. It will ensure that all the necessary information is provided correctly and that the account is set up in accordance with the specific requirements of the business or organization.
03
Service providers or administrators: Service providers or administrators who handle account set-ups for others, such as HR personnel setting up employee accounts or IT administrators creating system accounts, may also need a new account set-up manual. It serves as a reference guide to ensure consistency and accuracy in the account set-up process.
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The new account set-up manual is a document outlining the process for creating a new account.
All new account holders are required to file a new account set-up manual.
To fill out the new account set-up manual, follow the instructions provided in the document and provide accurate information about the new account.
The purpose of the new account set-up manual is to ensure that new accounts are created properly and all relevant information is provided.
Information such as account holder's name, contact information, account type, and any other relevant details must be reported on the new account set-up manual.
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