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  • New C&P Account

    Hello, we have a new bank account for one of our restricted funds. Am I right that I need to create a new C&P account to capture this? If so, what information do you need from me. (We already have 2 accounts. As I recall you needed some information from our bank. Is that right?) Thank you, Ilene

  • #2
    Hello. I was wondering if you have any information for me about opening a new account. Thank you! Ilene

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    • #3
      iweismehl@communitycatalyst.org

      Sorry for the late reply. We missed this post.

      All C&P accounts need to simply apply online through our website. Each C&P Account can deposit into a single bank account. If you wish to open a new account then you need to simply apply online. All information about bank account is included in the application.

      If you wish to change the bank account that your existing account is depositing into then you will need to contact the gateway and they can change it for you. We cannot change the bank account at C&P.

      So the question is this: Do you want a NEW C&P Account or do you want to change the bank account an existing C&P account depositing to?
      Regards,
      Click & Pledge Support Department

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      • #4
        We need a new C&P account. Just to clarify though: this will be our third C&P account -- each a different bank account. I assume we will be able to access all our accounts through our C&P log in. That's how it works with our other 2 accounts, but just wanted to confirm.

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        • #5
          Good day!

          Yes- that is how it works as long as the same UserID logs in. Once you login to one account we check the system and show you the accounts that the userid has access to.

          For a new account please visit our website and simply apply for a new account. We will do the rest. https://clickandpledge.com/sign-up/
          Regards,
          Click & Pledge Support Department

          On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

          Join us @ the educational webinars: https://clickandpledge.com/webinars/
          Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
          Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

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          • #6
            Thank you!

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