Subledgers

How to open a subledger

1min

Subledgers can be opened under any master account, such as a checking or savings account.

The only information required to open a sub ledger is the master account number and Title field. The Title is typically set to the name of the partner. Subledgers also support a beneficiary profile for storing additional data such as the name and address associated with the subledger. Your Integration manager will assist you with any questions related to the data used to populate these fields, as they can vary by use case and program.

Once opened, the subledger is ready within a few seconds.

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Updated 29 Sep 2024
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