Wallet
- 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?
I’ve already created my Wallet account, what’s next?
Congratulations! Once your Wallet account has been created, the account holder will receive a notification and gain full access to all the features needed to start using it.
From now on, your access to Wallet and the actions you can perform will depend on your role during the account creation process:
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If you’re the account holder (the person under whose name the account was opened), you have full control to start operating, regardless of your role in Sesame.
- You’ll receive all accesses needed to manage the account.
- You’ll have access to all Sesame Finance tools included in your plan.
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If you have a general role but you are not the account holder, you’ll still be able to see the Wallet section in your menu.
- However, you won’t be able to perform actions such as making transfers or granting access until the account holder assigns you the Financial Role.
- However, you won’t be able to perform actions such as making transfers or granting access until the account holder assigns you the Financial Role.
- If you’re an invited employee but not the account holder, you’ll no longer have access to Wallet to ensure the protection of sensitive financial information.