Already a Remitr customer? You can absolutely take advantage of Truly Financial's business banking services! Here's an easy step-by-step walkthrough to get you started:
First Things First
Once your account is approved, you will receive an email with your login credentials. Be sure to check your Spam folder and move us to your inbox.
Haven't received your invitation to try Truly Financial as yet? Get in touch with us! firstname.lastname@example.org or +1 844-473-6487.
Step 1: Get Set Up
- Use the credentials in the email you've received to log in and set a new password. Once you've logged in, you will see your checking account and a SmartLink account.
- Click on the checking account and copy the ACH Details (account number and routing code).
Step 2: Add Truly Financial as a Beneficiary in Remitr
- Log into Remitr and Add a Beneficiary.
- Use the ACH details of your Truly Financial account (see Step 1) to complete the beneficiary information.
Step 3: Add Funds to Your Truly Financial Account
- Send a transfer from your Remitr account to your Truly Financial account.
That's it! You're all set up.
The funds will be deposited in your Truly Financial checking account within 1 business day and will be available for spending on your Visa card.
What to Expect Next:
- Your virtual Visa card is ready to use as soon as your account is activated.
- Your physical Visa card will be shipped to the address of your choosing.
- You can issue unlimited Visa cards for your employees.