I appreciate you posting here in the Community, @Dan183. Allow me to point you in the right direction for support.

I'd like to assure you that our team is already working on a solution to the banking problem. You'll be able to assist and collaborate with your client in this manner.

You may consider Contacting support. This way they can set it up for you.

I'm always here to lend you a helping hand if you have other concerns. Keep safe!