A faster, simpler way
to move money.
Based on the feedback you have shared with us, we’re enhancing the platform experience—making it easier to create and track wires, respond to requests and manage supporting documents.
Your login, data, permissions and core processes will remain the same.
A guided, step-by-step wire creation flow.
Creating a wire is no longer a form you have to figure out. The guided flow helps users select and complete the appropriate transfer type. Beneficiary and bank addresses autocomplete and validate as you type, and every wire ends with a clear confirmation reference number.
- Transfer type determined for you
- Addresses autocomplete and validate as you type
- A confirmation reference number on every wire
Fewer errors before submission means fewer delays after it. A guided process helps reduce errors and rework.
One place for everything that needs you.
Every wire you send or receive now lives on one dashboard, with everything that needs your attention surfaced automatically — no more checking multiple tabs or emailing to ask "what's the status?"
- Notifications panel flags anything urgent
- Wires needing information called out with a direct path to respond
- Comments, documents and the full conversation on the wire
- A live timeline of exactly what stage a wire is in
- Confirmation PDF download once a wire completes
- Historical records stay available after a wire closes
- Instant search and filter across wires and account activity
- Account balance data exports to CSV for reconciliation
Everything that needs your attention is aggregated and flagged, not buried. You always know where a wire stands, can act on it without leaving the page, and have proof of completion on demand — helping reduce the need to open a support request for routine updates.
Fix wires yourself — more ways to manage routine tasks directly within the platform.
If a wire needs more information, you can now correct it yourself directly from your dashboard — no call or email required. Your update flows straight back into compliance review automatically.
You can address requested corrections directly within the platform. A correction that used to mean a support ticket and a wait is now a self-service edit.
A smarter way
to manage your documents!
Reuse documents you've already given us
Attach documents already on file from a profile directly to a new wire — no need to find and re-upload the same file twice.
Less duplicate paperwork, and fewer information requests triggered by documentation that was already sitting in your file.
Preview documents instantly
Open PDFs and images attached to a wire or profile right inside the platform, and flip between multiple documents in the same set — no downloads required.
Review what you need without cluttering your downloads folder or breaking your workflow to open a separate viewer.