Knowledge hub
Account Management
Account Management
Need to open a new account, sub account or view your account details ?
Want to share your account details with business partners?
This guide will cover the steps you need to follow to accomplish all that and more!
Open your Sub Account!
Step 1 of 4
Click on “Accounts” from the toolbar on the left side of the screen
Select “All accounts” from the drop-down list. You will be directed to the “Accounts” screen.
Step 2 of 4
Click on "+ Add Account"
Click on “+ Add account” located at the top right corner of the page, or “Add new account” next to your existing account(s). You will be directed to the “Add new account” popup window.
Step 3 of 4
Select the account’s type and currency
Click on “Add account” You will receive a confirmation pop up window.
Step 4 of 4
You have successfully opened a sub account!
View your account
Step 1 of 7
Click on “Accounts” from the toolbar on the left side of the screen
Select “All accounts” from the drop-down list. You will be directed to the “Account” screen.
Step 2 of 7
Click on the more icon (…) located next to the balance of the applicable account
Choose “Account details”. You will be directed to the “Account” popup window.
Step 3 of 7
You can view the account details, copy them to your clipboard, or email them
Click on “Transactions” to the left of “Account details”.
Step 4 of 7
Click on “Transactions” in the “Account” popup window to view all transactions for this account
Click on “Settings” to the right of “Account details”.
Step 5 of 7
Click on “Settings” and then on the pencil icon If you want to change the account name
You will be directed to the “Update account name” popup window.
Step 6 of 7
Fill in your preferred account name and click on “Continue”
A confirmation pop up window will appear.
Step 7 of 7
You have successfully changed the account’s name!
Close sub Account
Step 1 of 3
From the “Accounts” page, click on the more icon (…) located next to the balance of the applicable account
Choose “Close account”. You will be directed to the “Close account” popup window.
Step 2 of 3
Click on “Close account” to confirm your action
A pop up window will confirm the action.
Step 3 of 3
You have successfully closed the sub account
Sign up now without fees
Manage your money anywhere, with secure mobile banking. Simply enter your mobile number and we’ll text you a download link so you can get it from the app store.
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