Entity Resources
Dashboard for Entities
Disability service agencies and organizations, collectively called entities, can open, manage and view accounts online in the Entity Management Dashboard. Entities will also be able to generate and download reports directly from the dashboard, which will help streamline account management.
Before getting started, an entity must ensure they have the authority to open and manage the IAble account as an authorized individual for each eligible individual included in their dashboard.
Registering for the Entity Management Dashboard
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The entity’s control person registers the entity.
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A notarized Entity Certification Form is uploaded to the “Upload Required Documentation” screen during registration.
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Once the registration is approved, the control person can log in to the dashboard and assign authorized representatives to open, manage and/or view accounts. The control person and authorized representatives are called “team members.”
Opening Accounts
Once the entity is successfully registered, team members can open IAble accounts on behalf of individuals they serve, as long as they have the authority to do so. If an entity previously used paper forms to manage accounts, and the accounts were opened correctly, they will see those accounts populated in the dashboard.
If an entity previously used paper forms and the accounts were opened incorrectly, the accounts will need to be corrected. Contact us to review the accounts with our IAble savings specialists.
Frequently Asked Questions
A control person is an individual with significant responsibility to control, manage or direct the entity. A control person may include, but is not limited to the: Chief Executive Officer, Chief Financial Officer, Chief Operating Officer, Managing Member, General Partner, President, Vice President, Treasurer, Executive Director/Director of a government agency or any other individual who regularly performs similar functions. Please see legal code. The control person must have the authority to make binding commitments on behalf of the entity.
A control person can: edit entity profile settings; add, edit or remove team members; assign an access level to team member(s); and open, manage and view accounts under the entity's authority.
An authorized representative is a team member assigned to the online entity management dashboard by the control person.
There are three levels of an authorized representative.
Team Member Management
An access level granted by the control person that allows a team member to open, manage and view accounts under the entity’s authority, as well as the ability to add, remove and edit authorized representatives of the entity. The individual must also have the authority to act on behalf of the entity.
Signatory
An access level that allows a team member to open, manage and view accounts under the entity’s authority. Each team member with signatory access level must have the authority to act on behalf of the entity.
Read-Only
An access level that allows a team member to view accounts and run transaction history reports under the entity’s authority. Read-only access level does not include access to account-level detailed information.
No, because an entity cannot be a signer on the checking account. If an account owner does not have legal capacity to manage their finances, but they want to select the Checking Account Option, there must be another signer for the checking account.
