Direct Deposit Course
Setting Up Direct Deposit
Direct Deposit is an account that allows WFG to directly deposit your commission checks into your checking account. It’s a good idea to set up a separate checking account for your new business. The account needs to have your name on it, no company names are allowed.
Setting up your Direct Deposit will be key to efficiently receiving your compensation here. We’ll talk more in-depth about the compensation structure another day, but make sure you set up your direct deposit immediately. In order to do so, click on the ‘Menu’ > ‘Administration’>’Boss Electronic Forms’.
Click Link: mywfg.com > Menu > Administration > BOSS.
Then select ‘Direct Deposit Authorization Agreement Form – US‘. Follow the instructions to complete.
Setting Up Direct Deposit Video
Lesson Activity
Log into myWFG.com first so you are directed to the correct pages, and come back to the lESSON.
Once you can log in, go to the Menu in the top right and to the ‘New Agent Hub.’ It has a few steps to walk through including a New Agent Training in their training hub and the attached checklist.
- Complete everything in the hub. We will not break it down here step-by-step to avoid redundancy.
- Make sure you use the top right ‘Next’ button to track your progress through the training hub checklist.
- All of these videos will take under two hours to complete.
