General Help Center

Manager services are available to our manager-designated partners. If you would like access to these advanced features listed below, please contact your acc...

This manager feature lets you link a bank to a connected person or company account. 1. Search for the person or company account under the "Connecte...

This feature allows a manager account to delete linked banks for their connected individual or company accounts.  1. Search for the individual or compan...

This allows you to edit a connected personal account user's email address.   Note: You will need the user on the phone to validate the one-time pass...

To edit a connected personal employer: 1. Search for the person 2. Click "Edit Employer" to the right of the company name.  3. Search for th...

This manager feature allows you to submit a mass payment on behalf of (OBO) one of your connected companies (customers) 1. Log in to your XTRM company a...

This manager service allows you to edit the logo for your connected customer. The logo is used as a header for all alert emails sent on behalf of that conne...

TBD

This manager feature lets you create some customization to the system emails sent from XTRM. You can use these features to change/add content to the emails ...

This manager feature allows you to submit the advanced profile for your connected (customer) companies. 1. Search for your connected company (customer) ...