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.