Submit a Manage Standing Instructions Request

Your service reps can capture and submit a Manage Standing Instructions request by using the Manage Standing Instructions OmniScript.

Available in: Lightning Experience

Available in: Professional, Enterprise, and Unlimited Editions where Financial Services Cloud is enabled

User Permissions Needed
To submit an Manage Standing Instructions request:	Customize Application

On the Wealth Management app, select Accounts.
On the Accounts tab, search for and select the account name.
Click the Manage Standing Instructions quick action.
Select an account, and click Next.
To add a standing instruction, select Add standing instruction.
Enter the payment method, account details, payee details, and transaction details.
Choose the payment method depending on the transaction: EFT is an electronic transfer of funds between accounts. Wire transfers involve a direct, bank-to-bank transfer of funds. Journal enables users to transfer securities between brokerage accounts. Check payment involves the issuance of a physical check. If the account owner has a brokerage account with the same bank, select 1st Party Transfer. Else, select 3rd Party Transfer.
To cancel an instruction, select Cancel standing instruction, and then select the standing instruction that you want to cancel.
Review the changes, and click Submit.

A case is created in Salesforce for the Manage Standing Instructions request.

Did this article solve your issue?

Let us know so we can improve!

Product Area