Fingate Account Structure / Funds Management > PTA Manager & PTA Maintenance > How To... > Search for an Existing PTA Request

How To:  Search for an Existing PTA Request

Before You Start

Gather as many attributes known for the PTA to narrow search results.

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click to show more/lessStep 2 – Search for a PTA Request

Important:  Please maximize your browser window from this Step on as some buttons are located at the right of the screen.


What's Next?

  • You can reassign the request before the transaction is completed. You may review the request but will not be able to edit the transaction if you are not the Initiator or if the transaction has been submitted.
  • To make changes to a completed PTA setup, see For Updating PTA Attributes section on the How To... page.


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