View connected accounts
Find a connected account or a list of connected accounts based on your search criteria.
View accounts
The Connected Accounts list page provides multiple ways to view your connected accounts. All accounts are displayed on this page, and you can filter by account status or other attributes. To find a specific connected account, you can search by name or other criteria.
You can also customize the columns displayed by clicking the Settings button.
You can download a CSV list of accounts (a maximum of 10,000 records at a time) by clicking the Export button.
Account status badges
Status badges provide a quick way to understand the overall status of an account. Account status badges include:
Status | Meaning | Next step |
---|---|---|
Pending | The account has been created, but not yet activated. | Check ‘Status Detail’ for more information and required actions. |
Active | The account is in good standing, though additional information might be required during ongoing KYC review. | Check ‘Status Detail’ to see if additional information is required, otherwise no action is needed. |
Frozen | The account is temporarily frozen due to risk or other reasons. Frozen accounts cannot transact. | Contact Airwallex if you believe it is frozen mistakenly. |
Dormant | The account has no transaction activity for a long period of time. Subsequent transactions from this account will undergo risk review. | Contact the customer to understand more. |
Closed | The account is closed by your request, or by Airwallex. | No action needed. |
Rejected | The account was unable to be onboarded by Airwallex. | Contact Airwallex to learn more about the case. |
Account status details
Status details provide more information on the account onboarding (Know Your Customer, “KYC”) progress and help you identify accounts that require additional information.
Status Detail | Meaning | Next step |
---|---|---|
Awaiting KYC submission | KYC information has not been submitted to Airwallex. | Follow up with the connected account to submit KYC information to Airwallex. |
Request for information | Airwallex needs more information to proceed. | Provide required information by clicking the status detail link in Platform Dashboard, or via API. |
Submission in review | Application has been submitted and is under review by Airwallex. | Wait for Airwallex response. Updates will be provided in the RFI detail page. |
Awaiting terms agreement | The account has not agreed to the Airwallex terms and conditions. | Provide the agreement to Airwallex via API or the embedded KYC component. |
Awaiting permission confirmation | Permission approval from the connected account is required for account activation. | Ask the connected account to accept the permission request in Airwallex webapp login consent page (for PBA customers) or via embedded KYC component |