A TPA is required by Pathward - The bank must know the loader as a requirement of the BSA.
1️⃣ Click on Third Party Applications
2️⃣ Click Add Third Party Application
3️⃣ Application for Third Parties
📌 If you forgot to put the Client ID in during the original submission and approval, you can go back in after and do so.
Search for the Client Name in Partner Pass.
Log in > Left-hand side tabs > Clients > Search for Client Name (as entered in the TPA) > Select the Client Name
Add that clientID to the Client profile in TPA
Scroll to the IDs by Processors section and select "Add"
Add the Client ID in the Unique ID field.
Select Role Type - Corp Funding Partner or Employer
Use dropdown for Processor field - eFunds Prepaid
Partner Pass - Inputting Client IDs post TPA Submission.docx