General

Definitions of Terms

• Definitions: Income Budgeting
• Definitions: Important Financial Documents
• Definitions: Key Tax-Related Items
• Definitions: OmegaFi-Specific Terms
• Definitions: Membership Items

Merchant Verification (Validation)

• What is Merchant Verification (Validation)?
• Merchant Verification General Questions & Answers
• Beneficial Ownership Disclosure Form (BODF)
• Documents Used to Tie the Controlling Officer to the Chapter
• Documents to Verify the Chapter Address

Frequently Asked Questions

• Does Vault have an API?
• How do I Get Text and Email Updates from Vault?
• How to Favorite Pages in Vault
• Form 1099-K Information for Vault Customers
• How to create/maintain account registers for all bank accounts
• If I have more than one chapter, how do I switch between them?

Dashboard

• How do I edit Widgets?
• What is the carousel slider on the Home page of Vault?