Why should I connect my bank account?
Connecting your bank account helps us assess your business faster and provide a more accurate credit limit.
How can I use Treyd before onboarding is complete?
You can start setting things up before onboarding is finished. Add suppliers and customers, and create draft orders. You won’t be able to sign or submit orders until onboarding is complete.
Can I remove or update a POA?
Yes, in order to remove or update a POA, please contact support and we’ll help you make the changes.
What should I do if I made a mistake in my onboarding?
You can update your information before or after submission if needed. Contact support if you need help.
Do all owners need to be included?
Yes, all owners need to be included in the KYC. In addition, at least two people must be verified on the platform. This can be Ultimate beneficial owners (UBOs), or signatories / board members. If you run the company on your own, you can complete this step by verifying just yourself.
What’s the difference between signatory rights and POA?
Signatory rights allow a user to sign specific actions, while a POA gives broader authorization to act on behalf of the company.
How long does it take to connect my accounting system?
It usually takes a few hours for the connection to complete and data to start syncing.
What should I do if the connection fails?
Try reconnecting from the platform. If the issue continues, contact support and we’ll help you troubleshoot.
How is my credit limit determined?
Your credit limit is based on factors like your financial data, transaction history, and business performance. We update it regularly to keep aligned with your business performance.
Do I need to invite other people to complete onboarding?
Yes, if there are required owners or signatories, they may need to verify their identity.
