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Help for Administrators

  • Who can start the process to open a Wallet account?
  • How can I request a change of person in charge if I’ve already started the account opening process?
  • What’s the difference between a Legal Representative and an Authorized Signatory?
  • How can I open a Wallet account as a company?
  • How can I open a Wallet account as an association or charity?
  • How can I open a Wallet account as a joint ownership?
  • What documents will I need to complete the process?
  • What should I do if I’m asked to provide more documentation to open my account?
  • I’ve already created my Wallet account, what’s next?
  • How can I grant access to manage the Finance tools?
  • What does it mean when my Wallet account opening process is “Pending verification”?
  • What can I do in Wallet?
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