Home Office Requests

Home office requests are a new way for you to submit changes regarding your bank account for compensation, personal contact information, or registering in a new state. In the past these have been submitted through the website, with no ability for you to follow up or check the status. Using the new home office requests through LEADERSlink will allow you to track the status of one of your requests and to see all historical requests you have submitted going forward.

Presently, you can submit Home Office Requests for activities involving state registration, personal EFT, and contact information.  The following procedural guides provide you with step-by-step instructions.

Video Tutorial

Added 12/5/17

State Registration

Add/Drop State Registration

Home Office Request

Download Add Change Authorized User

Add/Change Authorized User

Home Office Request

Download Contact Info

Update Contact Information

Home Office Request
Download oba

Submitting New OBA Requests

Home Office Request
Download LEADERSlink Suggestion image

Submitting Suggestions Through LEADERSlink

Home Office Request
Download encryption screenshot

Email Encryption Instructions

Compliant Emailing

Download eft

Submitting a Bank ETF Form

Home Office Request
Download Adding Note Proced ScreenShot

Adding a Note to a Client Account

Adding Notes/Attachments
Download

For more information, please email support@leadersgroup.net or call (303) 797-9080 x111.