Product Check Web Service
AFFIRM has the capability to perform a web service call with the financial institution to verify certain information, such as license and appointment checks, broker dealer account checks, or perform a seed data refresh. This web service call is performed when a user proceeds from the Product tab to the Funding tab by clicking the Next button at the top of bottom of the screen.
If there is an error, it will display on the screen.
Note: There may be a cost associated with this feature.
