---
title: "Web Portal - Bank Selection"
canonical: "https://support.crosslinktax.com/space/CSC/1869293894/Web%20Portal%20-%20Bank%20Selection"
format: markdown
---
> ℹ️ Central Site will automatically send EFIN records for ERO's approved by a single bank. ERO's with multiple bank applications will need to make a bank selection in the portal.

> ⚠️ *If you only applied to a single bank it is not necessary to select a bank as it will default to the only bank submitted unless there were changes made that require the bank application to be resubmitted.*

 

**Follow the instructions below to successfully select a bank in the portal:**

1. Log in** **to the **CrossLink Web Portal**.

2. Click** Office Management **> **Bank Selection**.

![image](media://2a87a1c4-b6b8-49a1-9ec8-539ff1de8088)

3. Locate the EFIN number and click **View**.

4. Click **Select** next to the desired bank to be used.

> ⚠️ *This selection will be permanent for the rest of the season.*