Overview
Glide supports various ways to display account numbers on the Glide member flow and dashboard. FIs have great flexibility in what account number the want to display and use across Glide.
There are three places where FIs can control the format account number gets displayed:
Dashboard
The account number field on the dashboard is shown in the Products Table. This is what staff members see when working applications.
Member Flow
The format of the account number shown to members during the account setup and funding process.
Funding
Format of account number to be shown on the NACHA file and sent to payroll companies when a member asks to update direct deposit.
Configuration Questionnaire
For each location (Dashboard, Member Flow, and Funding), please state the format of the account numbers you'd like to display for each account type (Savings, Checking, Share Certificates). Please add your preferred format for each of the following options:
Dashboard:
Savings Accounts:
Checking Accounts:
Share Certificates:
Funding:
Savings Accounts:
Checking Accounts:
Share Certificates:
Member Flow:
Savings Accounts:
Checking Accounts:
Share Certificates:
Leading zeroes can be removed, by request.
Example Configuration:
Dashboard:
Savings Accounts: Member Number + Share ID
Checking Accounts: MICR Format*
Share Certificates: Member Number + Share ID
Funding:
Savings Accounts: Member Number + Share ID
Checking Accounts: MICR Format*
Share Certificates: Member Number + Share ID
Member Flow:
Savings Accounts: Member Number + Share ID
Checking Accounts: MICR Format*
Share Certificates: Member Number + Share ID
*FIs have complete control on MICR format formula.