- Go to the Account List
- Select the Request Account tab
- You will need to put in the first few letters of the account name and hit search.
- If the account is available, you will see it from the list populated and be able to select the account. If the account is available it will show as REQUEST or CHALLENGE.
- If the account is marked in RED-NOT AVAILABLE, it is a protected account on another AE'S list.
- If you do not see the account you are requesting, enter the full account name and hit Request New.
- That will take you to a page where you will need to fill in any information (Efficio requires anything with a red asterisk be filled in).
- Chose the account category from the drop down and click on SAVE AND CONTINUE at the bottom of the page.
Request A New Account Guided Tour
The button below will take you into Efficio and show you step by step how to request a new account. For more help or questions use the chat in the bottom right of your screen.