FAQ

Account, security, and verification

How do I know if anti-money laundering (AML) program questionnaire is needed for my verification?
Published on Dec 12, 2024Updated on Feb 26, 202534
How do I know what my institution type is?
Published on Oct 13, 2023Updated on Feb 26, 202582
How do I verify an individual account?
Published on Sep 25, 2023Updated on Feb 27, 202525,373
How do I change my authenticator app?
Published on Sep 11, 2023Updated on Mar 19, 20253,274
What is sub-account?
Published on Aug 22, 2023Updated on Mar 17, 20251,498
How do I change my email?
Published on Sep 6, 2023Updated on Feb 28, 20253,131
Disabling cloud sync on your authenticator app
Published on May 12, 2023Updated on Feb 26, 2025164
How do I change my phone number?
Published on Sep 7, 2023Updated on Feb 27, 202511,198
What onboarding information is required for a family office?
Published on Oct 13, 2023Updated on Feb 26, 202545
What onboarding information is required for a privately owned financial institution?
Published on Oct 13, 2023Updated on Feb 26, 202575
How do I link an authenticator app?
Published on Aug 29, 2023Updated on Feb 27, 202512,330
What onboarding information is required for the non-profit organization (NPO)?
Published on Oct 13, 2023Updated on Feb 26, 202551
What onboarding information is required for a privately owned company?
Published on Oct 13, 2023Updated on Feb 26, 2025183
How do I authorize a new device when I log in?
Published on Aug 31, 2023Updated on Feb 27, 202511,886
How do I use a physical security key to protect my account?
Published on Jan 10, 2025Updated on Feb 26, 2025189

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