First, congratulations on completing your onboarding! Your Payset account is now live and ready to use.
Here’s what you should do next:
- Log in to your account – Start by accessing the platform and exploring the key features.
- View your account details – Check your account number, currencies, and reference letter in the Home section of your account dashboard.
- Review your fee plan – Understand your current rates and available services.
- Familiarize yourself with the tools – Learn how to add beneficiaries, send payments, download account statements, and more.
Need a walkthrough?
We offer a one-time, free demo session with one of our specialists who can guide you through the platform and answer any questions.
👉 You can book your session here: https://calendly.com/support-payset/payset-new-client
We encourage all new clients to take advantage of this session to ensure you get the most out of your Payset experience.
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