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Link or Unlink Accounts

Use the Link Maintenance window to link and unlink debtor accounts. Linked accounts are separate debtor accounts for the same responsible party that your agency holds. Linked accounts can belong to the same customer or different customers. You can view combined balances for linked accounts in the Work Form by clicking the Links button.

Note: Latitude links accounts automatically for the same debtor, based on SSN or other criteria (depending on your agency's import, new business, and Latitude Custodian settings).

Related Topics

Search for an Account to Link or Unlink

Create a Link Between Accounts

Add an Account to a Link

Remove an Account From a Link

Manage Latitude