Check out our guide to opening a safeguarding account.
Better account opening flow. Our account opening journey now gathers all key information upfront and gives more context on different account options.
Clearer navigation. The account management interface now clearly separates safeguarding accounts from client money and operational accounts.
Why have we done it?
All these changes provide you with greater flexibility over how you manage your customers’ funds, while keeping you compliant with your regulatory requirements. Depending on your business needs, you can now manage customer balances using our platform (dedicated) or independently (pooled).
How will this affect existing integrations?
If you’ve already created safeguarding accounts via our API or sandbox, these accounts will default to the
dedicated type. In the API, this is represented by the
pooled-funds field being set to
Thanks for reading! You'll be hearing from us again soon.
In the meantime, you can start testing our products right away when you sign up for our sandbox.
If you need support, feel free to reach out through our in-app chat or send a message to firstname.lastname@example.org.
We’re always working to improve our products and enhance your experience. Stay tuned for more updates!
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