ZEscrow FAQ
These questions dive into the specifics of the ZEscrow platform, including relevant terminology and instructions for common tasks.
- ZEscrow Demo Videos
- Is there a ZEscrow User Guide or demo available?
- How do I sign up for ZEscrow?
- What if my sign-up link is expired or I can’t find the invitation email?
- Can I invite other users to my organization?
- What if the name or email address of a signer is incorrect on the invitation page?
- How can I view details about specific subaccounts?
- How do I open a new subaccount?
- Can I open new subaccounts through my bank or financial institution?
- What is the beneficial ownership (BO) attestation question in the new subaccount creation process?
- What is a pending subaccount?
- How do I upload documents for a pending subaccount?
- I am getting an error when I try to upload a W-9 or W8-BEN. What do I do?
- What happens if there are insufficient funds to open a new subaccount?
- Why am I receiving an error that a deposit cannot be completed due to insufficient funds even though the money is in my master/operating account?
- How do I edit the subaccount ID/nickname?
- How do I edit the beneficiary information on a subaccount?
- How do I create new subaccount folders?
- How do I move a subaccount between folders?
- How do I edit and rename folders?
- How do I delete a folder?
- What are “Unassigned Transactions”?
- How do I assign transactions to a subaccount?
- What if a transaction is assigned to the wrong subaccount?
- What do the different transaction statuses mean?
- Can I view a list or report of all transactions?
- How do I transfer money in and out of a subaccount?
- How do I ACH or wire money from a subaccount?
- How often will activity in ZEscrow be reconciled to the bank account on the core banking platform?
- What do the numbers on the organization tile mean?