1747370184259 v2025.5.15by Sameer KapurImprovements For FIs with funding-before-submission enabled, we’ve updated the card funding flow to reduce fraud, prevent $0 balance accounts, and give applicants faster feedback if there’s an issue with their card. Rollout details will be
1746771168674 v2025.5.8by Sameer KapurImprovements Added a document category field, allowing staff to select the type of document when uploading via the dashboard. This classification determines how files are routed to your SFTP or document storage. Fixes Rolled out fixes on
1746596140059 v2025.5.6by Sameer KapurImprovements Added validation to ensure at least one authorized signer is selected when approving business memberships. Introduced optional pending trigger for international applicants who answer “No” to the U.S. citizenship/residency
1745981834621 v2025.4.29by Sameer KapurImprovements For Symitar cores: ITINs now send as Tax ID type “4 ITIN” instead of default “0 Individual SSN” Updated copy for the “International Member” toggle on the dashboard to “Non U.S. citizen/person” When “Approve when signed” via
1745535436958 v2025.4.24by Sameer KapurImprovements Activity Trail now shows names of added/invited joint owners and beneficiaries to improve clarity
1745366351427 v2025.4.22by Sameer KapurImprovements Added “System Generated” as the source label for documents that are automatically generated, improving clarity within the documents table on the dashboard. Added ability to disable the cash/check funding option on In-Branch
1744931370825 v2025.4.17by Sameer KapurImprovements Cleaned special characters (e.g. “#”) from employee-uploaded document names to prevent file corruption. Updated employee dropdown to display email address if name is unavailable from IdP SSO import
1744757207069 v2025.4.15by Sameer KapurImprovements Updated all mentions of “Joint Holder” to “Joint Owner” on the dashboard for consistency. Added an optional setting to automatically convert all documents to PDF before sending them to your SFTP server. Contact your CSM to
1744323783700 v2025.4.10by Sameer KapurImprovements ACH Fundings through NACHA Files: The final transaction status is now labeled “completed” instead of “initiated” on the dashboard. For further details on funding states, please refer to our Funding Status