ZEscrow FAQ
These questions dive into the specifics of the ZEscrow platform, including relevant terminology and instructions for common tasks. [Click on the articles below to access content.]
- FI Invite Org Users (Admin/Read Only)
- Edit Interest Rate
- Auto Assignment for External Transactions
- How to Enter Interest Portion for a Beneficiary
- How does interest tax reporting work without a Tax Identification Number (TIN) on the subaccount?
- How do I sign up for ZEscrow?
- Can I invite other users to my organization?
- How can I view details about specific subaccounts?
- How do I open a new subaccount?
- Can I open new subaccounts through my bank or financial institution?
- What is a pending subaccount?
- How do I upload documents for a pending subaccount?
- I am getting an error when I try to upload a W-9 or W8-BEN. What do I do?
- What happens if there are insufficient funds to open a new subaccount?
- Why am I receiving an error that a deposit cannot be completed due to insufficient funds when the money is in my account?
- How do I edit the subaccount ID/nickname?
- How do I edit the beneficiary information on a subaccount?
- How do I create new subaccount folders?
- How do I move a subaccount to a different folder?
- How do I edit and rename folders?
- How do I delete a folder?
- What are Unassigned Transactions?
- How do I assign transactions to a subaccount?
- What if a transaction is assigned to the wrong subaccount?
- What do the different transaction statuses mean?
- How do I transfer money in and out of a subaccount?
- How do I ACH or wire money from a subaccount?
- How often will activity in ZEscrow be reconciled to the bank account on the core banking platform?
- What do the numbers on the organization tile mean?
- Interest Information