There may be times when you need to update information provided during your customer onboarding for a financial accounts product, such as your business address, directors, or card issuing balance account.

Note: Only users with the 'Finance Administrator' and/or 'Account Administrator' user permission can update the company profile for your financial accounts.

To edit your financial accounts company profile, follow the steps below:

1. Click the Account Name > Financial Accounts.

2. By default, you'll be taken to the Financial Accounts page, where you can view your financial accounts.

3. Under your company name, click Update KYB.

4. In the Account Onboarding pop-up window, click Add information.

5. An authentication code will be sent to the mobile number previously provided during account setup. Enter the code to verify your login.

6. Review your company profile details and click Edit on the section you want to update.

Note: After making changes, click Save within that section. You'll then be returned to the review screen.

7. Click Confirm to submit your changes.

Note: Updates can take up to 48 hours to take effect.