Identifying Owners-Partners-Managers-etc. on Business Accounts

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enwunderlich

Hello,

I am curious to find out how your system is set up to identify the type of ownership each individual has on a business account. There is a gray area in the way our system currently handles this and we're considering an update. I'd appreciate any feedback you're able to give me.

Thank You,

Erica Wunderlich
Internal Auditor
Town & Country CU
ewunderlich@townandcountry.org