Reference Guides
Everything you need to download, reference, and share
with your team for a successful transition.
Transition User Guides
Logging in for the first time, learn how to reset your password and enable MFA
Learn how to verify your ACH using automated and manual methods
Learn how to add credit and debit cards
Learn how to update your contact details, change passwords, and reset MFA
Learn how to add/edit/disable users within your account
Checklists & FAQs
Answering commonly asked questions about the transition
Materials from the October CTIA Monthly Checkpoint Call
Materials from the November CTIA Monthly Checkpoint Call
Materials from the December CTIA Monthly Checkpoint Call
Understanding Email Subscriptions
Learn about each email digest to decide which ones you would like to subscribe
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