Bank Enrollment – Crest Suite Agency

Crest Suite Agency — Service Bureau Training

Bank Enrollment —
What You Need to Know

Follow each step in order. Take your time, do it right. Everything you need to complete your fall Bank Enrollment is right here.

Denise O'Neal
A note from Denise Watch each video fully before moving to the next step. Bank enrollment has specific sequences that matter — skipping ahead creates problems you'll have to undo. Work through this the right way once, and you won't have to come back and fix it.
1

Step One

TaxSlayer Master EFIN Enrollment

Video Timestamps — Follow Along

  • 00:00 Intro, Information & Instructions
  • 00:21 Complete & Verify Your Company Information
  • 01:15 Bank Application — Refund Advantage
  • 05:18 Bank Application — Santa Barbara TPG
2

Step Two

Things to Know on Master Enrollment

Refund Advantage — Master Enrollment

TPG Santa Barbara — Master Enrollment

3

Step Three

Bank Enrollment — MO

Video Timestamps — Follow Along

  • 00:00 Intro & Key Information
  • 00:20 First Steps to Enroll Your EROs
  • 01:17 Bank Enrollment — Refund Advantage
  • 04:18 Refund Advantage Additional Fees (see Fee Cheat Sheet below)
  • 08:00 Bank Enrollment — Santa Barbara TPG
  • 09:32 TPG Additional Fees (see Fee Cheat Sheet below)

FAQ

What if I get a "Verify Company Information" error?

This usually means a small detail in your company profile does not match what is on file. Double-check that your business name, EIN, and address are entered exactly as they appear on your official documents. If everything looks correct and the error is still showing, that is when you reach out.

Still running into an issue?

Our support team is there. Reach out and we will get it sorted quickly.

Contact Support
Crest Suite Agency

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