Search for a bank

  1. From the Treasury page, select Bank search. The Bank Search screen appears.

  2. In the Bank/Org name field, enter the name of the bank to search.

    Note: You can enter a partial name or individual letters in this field. The search is not case-sensitive. However, the search field searches for the exact phrase you enter. For example, "bank" returns "Bank of America" but not "US Bank." To search for a character or word within a name, use wildcards. For example, "%Bank" returns both "Bank of America" and "US Bank."

  3. In the Lookup ID field, enter the Lookup ID associated with the bank or organization.

  4. In the Routing / sort / BIC field, enter the routing number, sort code, or BIC.

  5. In the Address, City, State, and ZIP/Postal code fields, enter the address information.

  6. To match the search criteria exactly as entered, select Match all criteria exactly.

    Tip: When you do not select Match all criteria exactly, you can use "wildcard" characters in place of parts of search criteria. To replace a group of characters, use an asterisk (*) or percent sign (%). To replace a single character, use a question mark (?) or an underscore (_). For example, to return all constituents with a last name that ends with "son," such as Johnson and Williamson, enter "*son" or "%son" as the last name. To find the last name of Smith or Smyth, enter "Sm?th" or "Sm_th."

  7. To show the advanced search options, select the arrow beside Show advanced search options.

    1. To include aliases, select Check aliases.

    2. To include alternate lookup IDs, select Check alternate lookup IDs.

    3. To exclude non-primary addresses, select the Only search primary addresses.

    4. To include similar names such as "Smith" and "Smyth," select Include fuzzy search on name.

  8. Select Search. The program searches the database and displays all the banks that meet your criteria in the Results grid.

  9. On the Results grid, select the bank to open. The Bank page appears.

    Note: To add a new bank from the Results grid, select Add on the action bar.