Open an account
Sign in to Quotable Payments and open Global Accounts.
Select Details or the masked account number for the account you want to review.
The account page shows the status, available balance, currency, nickname, receiving details, and recent activity your role can access.
Copy or download account details
Choose the receiving route, then copy one value or select Copy all details. Copy all details uses only the values on the active receiving tab, so check the copied information before sharing it.
Edit the account nickname
Open the Global Account.
Select Edit nickname.
Enter a name your team will recognize.
Save the change.
The nickname helps your team identify the account. It doesn't change the bank details or transfer instructions.
Understand the available balance
The available balance is the amount you can currently use for supported account actions. A pending or processing transfer may already appear in activity without being included in that balance. Check both the transaction status and the available balance before using the funds.