Settings

The Settings section offers a variety of tools for customers to manage their accounts and preferences efficiently. Partners can customize this section by integrating specific functions or the full range of available features based on their needs.

Key Features:

• View and Edit Personal or Business Data: Customers can easily update their personal or business information, ensuring their account details are always accurate.
• Manage Authorized Users: Customers can create, view, and edit details for authorized users, granting or restricting access to specific accounts or cards as needed.
• Security Overview: Customers can monitor their account activity by viewing the details of account access, such as when and from where the account was accessed.
• Manage Connected Accounts: Customers have the ability to view and manage their connected external accounts, whether they’ve been linked through Finicity, Plaid, or manual processes.
• Change Login Credentials: The option to change the login username and password is available, allowing customers to maintain high levels of security.
• Change Language Preferences: Customers can select their preferred language for the interface, enhancing usability.
• Set Primary Account: Customers can designate a primary account for their transactions and default actions, streamlining account management.
• View Limits and Conditions: Customers can easily see any transaction limits or specific conditions related to their accounts.
• FAQ and Requests: Access to the FAQ section provides quick answers to common queries, while the Requests section allows customers to submit new requests or review previous ones.

Partner Customization

Partners can tailor the Settings section based on their specific needs. Whether offering all available options or just a select few, the section can be adjusted to fit the partner’s unique platform and customer interaction model.