How do I set up a new Treasury account?

Select the Financial Accounts module in the lefthand navigation bar. Click the Add Treasury Account button.  

The Treasury Account Terms and Conditions will appear. Please read and check next to each statement to acknowledge the terms and select the Submit button.  

Next, complete our payment processor’s Know Your Customer form.  

 

After the form is completed and submitted, the new account will appear in your Treasury Accounts listing.