Linked Accounts
Use Linked Accounts to add, transfer funds, initiate refunds and more.
You can grant Dashboard access to your Linked Accounts. The Linked Account can log in to the Dashboard with the email address provided at the onboarding time.
The recipient Linked Account is notified via an email along with a password reset option.
Watch Out!
- While you can create a Linked Account without adding their email, you cannot grant them Dashboard access. The access can be granted or provided only after you add the email address of the Linked Account.
- As a Linked Account user, you cannot access the Linked Account Dashboard unless the primary account owner adds you as a team member from their Linked Account Dashboard.
Due to government regulations, in certain cases, the Linked Accounts need to directly process refunds to customers. You can enable refunds capability while adding a new account.
To enable refunds capability for an existing account:
- Navigate to the Accounts tab.
- Turn on the Allow Refunds toggle against the relevant account.
You can export account information in .csv format for your business needs. Click Export All (CSV) to download the details.
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