Verified access
Password, plus additional verification when the relationship requires it. Recovery is handled through the email on your file.
Security
Security
Sign-in, two-factor authentication, device control, and a complete record of staff actions. Card numbers remain masked until you authorize a reveal.
Staff by role
Each department sees only what it is permitted to see. Customer and staff entrances are separate.
Confirmation before funds leave
Transfers, card freezes, and status changes require a live session — and a second look for higher-value payments.
Audit trail
Every staff action is written to the audit log: who approved what, and when.
How we keep cards safe
- Only the last four digits of a card are shown
- Security codes and PINs are never displayed
- Freeze a card from the portal in one step
- Unrecognized devices can be signed out from your profile