Financial accounts are Highnote accounts representing funds available for or owned by an account holder or card program. This guide provides steps for issuing and a financial account using the dashboard.
Warning: For security purposes, do not include the account holder's name in the financial account name.
Once an application is approved, you can issue a financial account to an account holder using the following steps:
- From the application page, click Issue Financial Account →.
- Provide a name for the financial account.
- Optional - Provide an external ID from your system.
- Click Issue Financial Account.