CashPro Assistant is a powerful suite of solutions that streamline how you interact with us. Whether it’s electronic signing and exchanging documents online, tracking up-to-the-minute status of onboarding and service requests, or viewing guides and tutorials, CashPro Assistant makes it easier to get business done. Helping you work in ways that are fast, smart and secure.
Stay tuned for additional updates throughout 2021.
Easier service tracking
CashPro Assistant’s new service dashboard can enable you to see the status of your onboarding and service requests in real time. A handy to-do list highlights required document actions, and our document center makes it easy to share and sign important documents and manage and monitor KYC document collection.
Research transactions online. Boost cash flow with analytics and global balance visibility. View videos, guides and other resources. Live chat with BofA service representatives. All with CashPro Assistant.
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