Issuing

Card product basics Create a card product Card product balance Manage card product settings Fee schedules Design a periodic credit statement

Account holder basics Create business account holder Create person account holder Create authorized users Manage account holders How do I delete duplicate account holders?

Financial account basics Open an application Issue a financial account Close a financial account Simulate fraud alerts and credit report freezes Troubleshooting incorrect application details

Payment card basics Issue virtual cards Order physical cards Card order fulfillment and shipping Manage payment cards Provision digital wallets

Transaction basics Transaction processing types Highnote ledgers Configure spend rules Configure velocity controls Collaborative authorization

Transfer basics Connect external accounts Add funds to a financial account Transfer funds out of Highnote What if an account holder's bank is not supported by Plaid or Finicity? Can I edit or expedite an existing ACH transfer?

Rewards basics Create a rewards program Redeem rewards

Reporting basics Generate a report Summary metrics

Manage organization Dashboard roles and permissions Manage developers Manage notifications Monitor events