We’re excited to introduce the New Keep Banking Experience—designed to make it easier than ever to manage multi-currency accounts, view transactions, and handle payments seamlessly.
All-New Additions:
- View all your multi-currency accounts in one place.
- See your total balance across all accounts at the top of the page.
- Click on any account to access its detailed transaction history.
Multi-Currency Account Management
- Open accounts in CAD, USD, EUR, GBP, and MXN.
- Hold, send, and receive funds in multiple currencies.
- Convert currencies instantly with no hidden FX fees.
Faster Access to Key Actions
- Send Payments: Transfer funds to vendors and contractors.
- Convert Currencies: Exchange between accounts in seconds.
- Manage Contacts: Save recipient information effortlessly.
How to Make the Most of This Update:
1. Opening a Multi-Currency Account
Navigate to Banking, click + Account, and select a currency to open a new account instantly.
2. Managing Payments & Transfers
Use the Send, Request, and Convert buttons on the Banking dashboard to transfer funds, request deposits, and exchange currencies seamlessly.
3. Viewing Transactions
Click on any currency account to access its Transaction History, including recent transactions, available balance, statements and funding details.
4. Accessing Statements & Funding Details
Select a currency account and click View Statements or View Funding to retrieve important financial information.
If you have any questions or need assistance, our support team is here to help. Visit our Help Center or reach out anytime to make the most of your new Banking experience!
