After receiving Gold Verification, you can set up your account as either personal or business. Follow these steps to configure a personal account:
- Go to the homepage and tap "Configure Your Account."
- Select "Personal Account" from the two available options.
- Review the benefits of a Limited personal account, which include:
- A U.S. account number
- Collaboration with family/staff members
- Management of personal cards
- Tracking and approving transactions
- tap "Continue."
- Accept the account agreement and e-signature consent, then tap "Continue" again.
- Complete personal verification if prompted.
- Your account will enter a brief review process, typically lasting a few minutes.
You'll receive a notification when the configuration is complete.