Tasks - account - website & app

A how-to-guide on where and how a member can locate their account tasks on branch.com or in the Branch app— along with what is featured there. The tasks page appears after logging in and lists outstanding member items that need addressed.

Tasks available in account

Sign policy docs - tasks - account - app & website

Submitting proof for connected home discount - tasks - account - app & website

Submitting proof for good student discount - tasks - account - app & website

Submitting inventory - app and website account

Past due balance

Locating tasks in account

On branch.com, you will always see your initials in the top right of every page. On the Branch app, you will need to click the Policy tab in the footer and will be taken to the same view to follow the steps below:

1. Click your initials located at the top right of the page at anytime
1. If you have tasks you will see an orange circle around your initials
2. Click Tasks from the drop down that pops open
3. See a list of any outstanding tasks that need addressed. Click the red button next to any of them to complete the task

The Pending tasks banner is not available yet, but will be coming soon!

1. On the main Policy screen you will see a notice of Pending tasks
2. Click View tasks
3. See a list of any outstanding tasks that need addressed. You can click the red button next to any of them to complete the task