How To Update Member Bank Account In TRAMS

1. Log into TRAMS

2. Click Profiles -> Query
3. Search the agent's name in the search bar
4. Double click the Agent Profile listed in the search results
5. Click on the PAYMENT INFO Tab
6. If this is a bank information update, please click on the current bank information and click delete. If there is no bank information listed, move forward to step 7.
7. Enter the following information from the agent's Bank Authorization form
   1. Change the Account type to “Bank Account”
   2. Enter the agent’s account number 
   3. Enter the agent’s name in the “Name On Acct” box 
   4. Enter the agent’s bank routing number 
   5. If this is a savings account type in SV before the name on the account (Example SVJohnDoe) 
   6. Click “Add” 

Important:

• Always save the bank form to the agent's Agent Document folder in SharePoint

• Always double-check that the routing number has 9 digits

• The RightSignature domain name is Travelquestnetwork85