Configure Round Up Donation Recipients

Screen ID:  UDONREC-01
Screen Title: Configure Round Up Donation Recipients
Panel ID: UDONREC-01
Tool Number: 777
    Click here to magnify

Access this screen by selectingDonation Recipients (F9) on theprevious screen

Helpful Resources

Refer to the Debit Card Round Up booklet for details on offering this product to your members. Contact Earnings Edge for additional assistance.

Screen Overview

Use this screen to begin configuring your Debit Card Round Up program charitable donation recipients. Read the booklet linked to above to learn more.

To create a new donation recipient click Add Recipient.

To copy from donation recipients from one Dividend Application to another, use the Copy from Divapl button.

 

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