Trillionheir Management

Fall Bank Enrollment – Everything You Need to Know

Please take your time and follow the instructions from start to finish. Watch all videos and complete each required step to finish your Fall Bank Enrollment.

Step 1. OLT Master EFIN Enrollment

Step 2: Important Things to Know About Master Enrollment

Refund Advantage Master Enrollment

TPG Santa Barbara Master Enrollment

Step 3. Bank Enrollment - MO

Your Fees (SB)

  • Transmission Addon – 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

!!! IMPORTANT !!!

Your EROs Can Enroll Themselves With The Banks..

Watch This Video To Make Sure You Get Paid!

Congratulations!

You’ve successfully completed bank enrollment for your OLT Pro Service Bureau! 🎉



If everything looks correct and you still see the error, reach out to our support team at [email protected] or call 866-611-9265. We’ll help you get it sorted quickly!

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