#Naters - reachout for TINs

1 messages · Page 1 of 1 (latest)

zenith umbra
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Hello, good question, you should be able to periodically check what they still need to submit and email based on that but I will need to look in to it a bit more.

vast knot
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Thanks for checking. We are hoping there is an endpoint we can work with

zenith umbra
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Can you tell me a bit more about your situation first? What kind of connect accounts are you using? And are you looking to do this specifically for bank account/TIN stuff or just for required info in general?

vast knot
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I'm not sure what you mean by "What kind of connect accounts are you using?" Are you asking what kind of roles I have? they are below:

  • Connect Onboarding Analyst
  • Developer
  • View Only

I'd like to send an email for each reason below and in the order that that info is requested from the customer:

  • Missing bank account or debit card
  • missing terms of service acceptance
  • missing tax ID
  • missing business ID
zenith umbra