Skip to main content

Resending or Canceling an Account Application

  • Updated

Occasionally you may need to resend an account application to a client either because they can't find their first invitation or perhaps they need a nudge to take next steps. Occasionally you may need to cancel an account application invitation. Steps to do either are outlined below. 

 

How to resend an account application invitation

  1. Log into app.zoefin.com 
  2. Click the “Clients” tab on the left hand side
  3. Either in the global search bar in the upper right hand corner or in the Client Name search bar in the upper left hand corner, search for the client you would like to resend the invitation to
  4. Click the three dots on the right hand side
  5. Click “Resend Invite” 
    1. Your client will receive a new email prompting them to open their account. 
    2. If they haven’t received it, ask them to check their SPAM folder 
    3. This invitation will prompt them to open all accounts that were sent in the envelope in which this account was included.
      1. For example, if you resend an invite for an individual brokerage account and the brokerage account was in an envelope that also prompted the client to open a Roth IRA and a traditional IRA, this new email will prompt them to open all three accounts.

 

How to cancel an account application

  1. Log into app.zoefin.com 
  2. Click the “Clients” tab on the left hand side
  3. Either in the global search bar in the upper right hand corner or in the Client Name search bar in the upper left hand corner, search for the client you would like to resend the invitation to. 
  4. Click the three dots on the right hand side
  5. Click “Cancel”
  6. A window will pop up asking “Are you sure you want to cancel this account request? This process can not be undone.”
  7. Click “Yes, Cancel” 
    1. You will be returned to the Accounts table. You may need to refresh your page to clear out the canceled account
    2. This request will only cancel the specific account you selected to cancel. No other accounts in the initially drafted envelope of accounts will be canceled. 
    3. Please note: This process is only to cancel drafted accounts. This is not the process you would follow to close an already opened account. 

 

If you need any additional assistance, you can contact your Zoe relationship manager or the Zoe Client Success team at clientsupport@zoefin.com or 646-264-4449.