Santa Barbara TPG Bank ERO Enrollment Instructions

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The objective of this article is to walk you through on how to enroll with the bank.

Note: MUST DO BANK ENROLLMENT ON KIS ONLINE!!

  • Login to your Keep It Simple online account.

  • Click on the SETUP tab at the top right corner.

  • Click on the Bank icon on the left side of the screen, it is the fourth icon from the top.

  • Click on the green icon at the far right of your EFIN.

  • Select the bank you want to enroll with from the list and click SAVE AND CONTINUE.

  • Answer the questions on your screen to the best of your knowledge and submit your application.

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