Financial Account
Partners can manage up to 5 active financial accounts per customer by default, with the option to extend this limit upon approval. External accounts can be added via Finicity or Plaid, subject to mandatory verification by the underwriting team. Customers can access their account requisites and view statements directly in the application, providing streamlined financial management and full visibility into both internal and external accounts.
As a partner, you can effectively manage financial accounts for your customers. Both personal and business customers are allowed to have up to 5 active financial accounts on Netevia by default. This limit ensures that customers can easily keep track of their finances without overwhelming complexity. Should customers require more than 5 accounts, they have the option to submit a request for additional accounts, which will be subject to approval by Netevia’s team.
In addition to Netevia’s own financial accounts, customers can enhance their financial management by adding external accounts through Finicity or Plaid. This process includes several important steps:
Mandatory Verification: Before adding any external accounts, customers must undergo a thorough verification process conducted by the underwriting team. This step is crucial for ensuring the integrity and security of the financial ecosystem.
Approval Process: If the verification is successful, the external financial account will be integrated and displayed in the customer’s application, allowing for seamless management alongside their Netevia accounts. If the verification is denied, customers will receive a clear notification explaining the reasons for rejection, enabling them to address any issues.
To further enhance the user experience, customers can access key features related to their financial accounts, including:
Viewing Financial Account Requisites: Customers can easily view the necessary details and requirements associated with each of their financial accounts, helping them stay informed about their financial status.
Accessing Statements: Customers have the ability to view account statements at their convenience. This feature provides a comprehensive overview of their financial activity, allowing them to track their spending, deposits, and other transactions over time.
Overall, these functionalities empower customers to have greater control and visibility over their financial information. By integrating these features into your application, you can ensure a streamlined, user-friendly experience that fosters customer satisfaction and engagement.
Updated 14 days ago