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2. Ordering Checks for a New Account

Checks: Personalization

The Checks: Personalization page defines the account holder information that will appear in the personalization area of the check. The shipping address can also be selected or changed from here.

  1. Click in the Font and Justification drop-down lists to select the font and justification of the address as it will appear on the checks. (For a sample of the fonts available for the product you are ordering, click the View button).

  2. Type the account holder's Email address in the Email box. The account holder will receive both an order and a shipping confirmation Email of their order. Account holder Email addresses are not used for marketing purposes without the financial institution's permission.

  3. Now you must type the account holder's personal information in the displayed boxes. This is the information that will be printed on their checks. It will also be used to create the shipping address, unless you indicate otherwise (shown in the next step).

Note:

When a line of personal information is too long to fit on one line, select "Small" from the drop-down list in front of the box where you are entering the information. The text will appear smaller on the check.

Note:

If you need to insert a blank line, click the down arrow at the end of the line where you need to insert a blank line. For example, if you needed to add Mary Doe's name below John Doe's, click the arrow at the end of the "John Doe" line.

If you need to remove a line, delete all the text in the line, then click the "Remove Blank Lines" button.

  1. You can enter a shipping address other than what is printed on the checks by clicking on the Ship To drop-down list and selecting whether the order is to be sent to your FI or an alternate address that you must enter. When selecting your FI, you will be prompted to enter a contact at the FI and, if applicable, you will be able to select other branches. For this example, make sure "Member" or "Customer" is selected.

  2. Click the Continue button.