Closing an account?

November 3rd, 2023

 

Login into the Capital Guardians website.  Click on “Contact” in the main menu. In the “Associated Account” field, search and select the resident. In the Subject field type in reason – “ACCOUNT CLOSURE”. In the Description field type in either “PASSED AWAY & DATE” or “MOVED OUT & DATE” and click on Submit.

In the background, the system will notify all service providers to issue outstanding invoices and the remaining money will be credited back into the resident’s bank account. This will typically happen within seven working days.

Ross McDonald

Ross is the CEO and founder of Capital Guardians. He has an extensive career in financial management and tech solutions development. Having first created Capital Guardians as a solution for aged care over a decade ago, so his expertise in payments and invoicing for people in protected settings is second to none.

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