Manage account

What this section covers

The wallet summary shows the main account currently being viewed. In this example, the wallet is active and uses GBP as the account currency. This section helps you understand your current balance position. It shows the available balance, ledger balance, and the last time the balance information was updated. The available balance is the amount ready to use now. The ledger balance shows the broader recorded balance on the account, which may include amounts that are still pending, settling, or not yet available.

What this section covers

The account actions panel gives you quick access to the most important money-management tools. The main action is Send Money, which lets you start a transfer or payment. Other actions include Add Money, Move Money, Create Sub Account, and View Details. These shortcuts keep the most common actions close to your balance, so you can manage the selected wallet without leaving the account page.

Key points

• Send Money to start a transfer or payment.
• Add Money or Move Money between balances where supported.
• Create Sub Account or open View Details for the selected wallet.

What this section covers

The linked card section shows the card currently connected to the wallet. The card preview gives you a clear visual confirmation that a card is linked to this account. From this section, you can manage the card, freeze it when needed, or review card activity. This makes the card area useful for everyday control and account security. If you notice unusual activity or want to temporarily stop card use, the Freeze action gives you a quick safety option.

What this section covers

The receive money section shows the details needed to receive funds into the wallet. It includes information such as the account holder, account type, currency, and account status. In this example, the account holder is shown, the account type is Wallet, the currency is GBP, and the status is Active. This confirms that the wallet is ready for supported receiving activity. You can also copy, share, or download the account details. This is useful when you need to provide receiving information to someone who wants to pay you.

What this section covers

The account information area gives you a structured summary of the receiving account. It keeps important details visible on the account page instead of hiding them inside settings. The account holder identifies who the account belongs to. The account type shows whether the account is a wallet or another supported account product. The currency confirms which currency the account uses. The status confirms whether the account is active.

What this section covers

The account details actions make it easier to share receiving information when needed. Copy details lets you quickly copy the account information. Share helps you send the details through supported sharing options. Download details gives you a saved version for your own records or for sending as a document.

What this section covers

The sub accounts section lets you divide money into separate spaces inside the main account experience. Each sub account can have its own name, balance, active status, linked-card status, last activity date, and quick actions. Sub accounts can be used for budgets, travel, bills, card spending, savings-style planning, or personal money organization. Examples may include travel spaces, budget spaces, card-related spaces, or other planned spending areas. Each sub account card can include actions such as Send, Move, Create Card, and View. This lets you manage each sub account directly without opening a separate page first.

What this section covers

Each sub account card gives a compact summary of that money space. It shows the sub account name, current balance, active status, linked-card state, and most recent activity date. The quick buttons let you send money, move funds, create a card, or open the sub account for more details. This makes each sub account practical for both tracking and action.

What this section covers

At the bottom of the sub accounts list, you can create a new sub account. This is useful when you want to separate money for another purpose. The dashed button style shows that this is an action to add a new space, not an existing account.

What this section covers

The account health panel summarizes whether important account requirements and services are ready. It can show checks such as: KYC Complete — your banking profile has been approved; Payments Enabled — payments are available for the account; Cards Enabled — card availability depends on the account; Terms Accepted — required agreements have been reviewed. This section helps explain why an action is available or unavailable. For example, if card access is not available for this account, the health panel can show that clearly instead of leaving you to guess.

Key points

• KYC Complete — banking profile approved.
• Payments Enabled — payments available for the account.
• Cards Enabled — card availability depends on the account.
• Terms Accepted — required agreements reviewed.

What this section covers

The recent activity panel shows the latest transactions or account movements. It gives you a quick snapshot of recent activity without opening the full transaction history. The View all link lets you open the full activity list when you need more detail.