AccountTECH offers Direct Deposit of agent commission checks and Credit Card Charging of agents unpaid monthly bills.

The Direct Deposit & Credit Card processing features in AccountTECH are offered thru our Partnership with Forte Merchant processing.  There is no cost from AccountTECH for these features but subscribers will have to pay the merchant processing fees to Forte. You will need a Merchant Account with Forte to use these features.

Forte is available for USA and Canadian Customers

Benefits to these new features:

• Next Day availability for funds in Agent’s bank account
  • To be processed as "today's business", Direct Deposit authorizations need to be completed by 7PM Eastern time. This means that Agent commission Direct Deposits authorized by 7PM Eastern time will appear in the Agent's bank account the next morning.
    In summary, payments made before 7pm Eastern time appear:
  • Monday > agent receives Tuesday
  • Tuesday > agent receives  Wednesday
  • Wednesday > agent receives Thursday
  • Thursday > agent receives  Friday
  • Friday > agent receives Monday
  • Saturday or Sunday > agent receives  Tuesday

• Forte providing insurance that removes the national standard 4 day wait for fund availability
• single click payment within AccountTECH means no need to do anything but check off items for Direct Deposit payment in the Select Bills to Pay screen in AccountTECH
• single click credit card charging within AccountTECH means no need to do anything but check off Agent balances due forpayment in the  Payments screen in AccountTECH
• ACH deposit account information & Agent Credit Card information is stored in the “vault” system at Forte and not in your records or AccountTECH records
• Staff OR Agents can update agent ACH & Credit Card information within TransactionPlan

You can view the screen used for gathering Agent ACH information or Agent Credit Card information by logging into TransactionPlan >  Tools > Agent Payment > click the link next to any of your Agent names.  NOTE**  in the Agents version of TransactionPlan the Agents only see & view their own ACH and Credit Card input screen

Basic Payment information:
Please be aware that once you fill out application more your company's specific pricing will be provided by Forte Merchant systems. 

One time Forte setup:
One Time Setup fee: $199.95

Monthly Fees ACH/eCheck:

USA

eCheck & Credit Card Fees

CANADA

eCheck & Other Fees

Per Transactions:

ACH Direct Deposits:

Per Deposit:
1/10^th of 1% of the amount Deposited (multiply by 0.001), with a minimum $0.40 per deposit.
Next business day availability to the Agent

Bounced ACH transfers: $2.00 per bounce

Forte offers a per transaction "CAP" for large volume offices and small to mid-sized offices that have "direct deposit all" policies.

For transactions over $100,000.00 (if your company is approved for large transactions by Forte), a base fee $19.99 per transaction fee is applied. 

APPLY: ACH AND/OR CREDIT CARD PROCESSING:

US ACH and Credit Card Application

US ACH Only Application

Canadian ACH Only Application

• Please email the completed application(s) to newaccounts@forte.net and cc forte@AccountTECH.com
• INCLUDE THE LAST TWO MONTHS OF BANK STATEMENTS WITH YOUR APPLICATION
• INCLUDE THE LAST TWO YEARS OF AUDITED FINANCIALS (P&L AND BALANCE SHEETS) OR LAST TWO YEARS OF TAX RETURNS
• After you have sent the completed application, please call Forte Support (866) 290-5400 and confirm that they have received your application. 
•  "As of June 1, 2018, merchant applications with tax identification numbers that do not match IRS records will be automatically placed in reviewed status. These applications will not be approved without supporting documentation that matches IRS records. This change has been made to ensure that all compliance standards are being met at the point of onboarding and beyond."
• Incomplete applications must now be “rejected” so Forte's Credit Team can focus on processing complete applications. 
  
  • • The Account Manager at Forte will contact AccountTECH to inform them of the incomplete application and the need to resubmit the application. 
      • Effective immediately, when an application is missing:
        • Pricing
        • Bank account information
        • Tax ID
        • Signatures
        • Owner/Officer Information (DOB, SSN, Individual’s Name)
      • The Account Manager at Forte will inform AccountTECH of the missing information that caused the “reject”
      • When the new application is submitted, it will be assigned a new App ID
      • Upon receipt of the new application, the process will be as if it is a new application

Forms for Customers already using Forte (SEND ALL FORMS TO ACCOUNTCHANGES@FORTE.NET and cc forte@AccountTECH.com):
ACH Limit increase request: FORTE - ACH Increase Request.pdf
FOR LIMIT INCREASE REQUESTS - PLEASE ALWAYS PROVIDE THE FOLLOWING:

• INCLUDE THE LAST TWO MONTHS OF BANK STATEMENTS WITH YOUR APPLICATION
• INCLUDE THE LAST TWO YEARS OF AUDITED FINANCIALS (P&L AND BALANCE SHEETS) OR LAST TWO YEARS OF TAX RETURNS

US and Canadian ACH/Credit Limit Increases

CSG ACH Increase Request

Credit Card Limit 

Over Transaction Limit Notification: Over Transaction Limit Notification.pdf
Credit Card limit increase request: FORTE - Credit Card Increase Request.pdf
Additional Location Application (ACH Only): FORTE - Additional Location Application ACH Only.pdf
Merchant Request to Delete (a Transaction): FORTE - Merchant_Request_to_Delete.pdf
Bank Account Change Request: Bank Account Change Request.pdf
Account Closure Form: Account Closure Request.pdf

Client Transfer Request: Client Transfer Request.pdf

Using forte and getting an error? Check the Forte error code to see how to resolve the issue: Forte Response Codes