A note from Denise
Do not skip steps and do not rush through this. Bank enrollment done wrong means delays, missing fees, and EROs who cannot process refund products. Watch each video fully, follow the sequence, and get it right the first time.
1
Step One
OLT Pro — Bank Enrollment Overview
2
Step Two
Important Things to Know About Master Enrollment
Refund Advantage — Master Enrollment
TPG Santa Barbara — Master Enrollment
3
Step Three
Bank Enrollment — MO
Your Fee Structure
Your Fees (SB)
- Transmission Add-On — Paid end of June / early July
- Service Bureau Fee — Paid in real time to your SB
ERO Fees
- Prep Fee
- E-File Fee
- Document Prep Fees
4
Step Four
ERO Self-Enrollment — Make Sure You Get Paid
Important
Your EROs Can Enroll Themselves With the Banks
Watch this video before they do. This is how you make sure your fees are set up correctly and you get paid.
You Have Completed Bank Enrollment
Your OLT Pro Service Bureau bank enrollment is done. Your office is set up and your EROs are ready to process refund products this season.
Running into an issue?
Reach out to our support team and we will get it handled quickly.