Setting up a new client just got easier. Until now, you were expected to enter your client’s bank details during onboarding. But we know that isn’t always practical, and sometimes those details simply aren’t available at the point of setup.

Our latest update gives you a choice in how bank details are added, making the process smoother for both you and your clients.

You can now decide whether to:

• Enter the client’s bank details yourself during setup, or
• Allow the client to add their own bank details when they accept their terms.

This added flexibility means you can complete onboarding without delays, even if you don’t have the bank information to hand.

Below is what the client will see when they go to enter their bank details! Just remember that they will need to press Save Changes to ensure that the details are updated.

If a client enters their bank details during the terms‑acceptance stage, those details will automatically go through our verification checks. You’ll be able to see whether anything further is required:

• Status shows as Active — bank details have been verified successfully.
• Status remains Pending — we need additional information before verification can be completed.

This gives you a clear, immediate view of where each client stands.