Accounts (Web Interface)

The Primary account is opened automatically once the user profile is created. All additional accounts are not limited in quantity and can be opened manually via the Web Interface.

To open an account

1. Click the Accounts tab in the top sidebar. The window with the list of existing accounts will be opened.

2. Click New Account in the top sidebar above the list of accounts. The action is also available in the Dashboard's quick-access field.

3. Set the account name in the free-text field.

4. Click Create Account to confirm account opening.

5. Once the new account is opened, its details will appear in the All Accounts list.

Click Account details in the list of active accounts to access the account details, such as Beneficiary Name, Bank, and IBAN.

Account information remains in the <White Label> system even if the account is closed by the Client or Administrator.