Key Benefits
Customizable permissions - Complete oversight and control over virtual account management with the click of a button.
Seamless transfers - Move funds instantly with ease between accounts!
Card funding - Virtual accounts can act as independent funding sources for your cards, while remaining separate from the primary account's cards and funds.
What does the virtual account feature allow me to do?
Virtual accounts allow you to create multiple checking accounts with unique account numbers under your primary Platinum account.
Each virtual account has its own balance, account number, and can be assigned to specific team members based on your user permissions configuration.
Why use virtual accounts?
Virtual accounts work just like normal checking accounts, but remain connected to your primary business account.
This gives you the flexibility to manage your funds without the hassle of navigating across completely separate banking systems.
As the account owner, you maintain full visibility and control over all virtual accounts from your dashboard, while still retaining the ability to delegate specific account management to team members as needed.