View Account Details

Once your account is created and active, accessing and managing your account details is essential for maintaining up-to-date information and ensuring smooth operations. The "View Account Details" feature provides comprehensive access to all pertinent account information. Here’s how you can utilise this feature effectively:

Step-by-Step Guide to Viewing Account Details

Access the Account Dashboard:

Log in to your account dashboard using your credentials.
Navigate to the 'Account' section where you will find the 'View Account Details' option.

Retrieve Account Information:

Click on 'View Account Details' to retrieve detailed information about your account.
Information typically includes business name, contact details, account status, transaction history, and more.

Details Available:

Account Status: View the current status of your account (e.g., Active, Pending, Suspended).
Business Information: Access all business-related details such as legal name, business address, and contact information.
Transaction History: Review a complete history of transactions associated with your account, including dates, amounts, and transaction types.
Billing and Payment Information: Check your billing details and payment methods on file.
User Roles and Permissions: See a list of users associated with the account and their respective roles and permissions.

Updating Information:

If any information needs updating, look for the 'Edit' or 'Update' buttons adjacent to the respective fields.
Make necessary changes and save them to ensure your account information is always current.

Download and Export Data:

For record-keeping or further analysis, you can download and export your account details and transaction history.
Choose from various formats such as CSV, PDF, or Excel based on your needs.

Additional Information

Endpoint: /accounts/{account_id}(link to endpoint section under API Reference)
Description: Allows users to view detailed information about their Standard or Master & Wallet accounts, including balance and associated details.
Use case example: Check the status and transaction history of an account to ensure all operations are running smoothly.

The “view account details” endpoint allows users to request details about a specific account_id.

This endpoint helps users maintain full visibility and control over their financial activities within the system, including:

Account name
Account IBAN/Sort Code & Account number
Account balance
Account Type
Account status

NOTE: When viewing the details of a Wallet, the user will also be informed about the respective Master Account ID and the wallet business reference associated with it.