The Rapyd Client Portal Developer Hub

Welcome to the Rapyd Client Portal developer hub. You'll find comprehensive guides and documentation to help you start working with Rapyd Client Portal as quickly as possible, as well as support if you get stuck. Let's jump right in!

Get Started    

Previewing Client Wallet Details

View more details within a Client Wallet

You can preview selected details of a client wallet.

This procedure requires Owner, Administrator, or Editor privileges.

How to Preview Client Wallet Details

  1. Sign in as described in Accessing the Client Portal and navigate to My Account > Balance.

    The Balance page appears.

  1. Hover over the Wallet name (for example, Primary Account), and click Preview.

    The Preview panel appears.

The Wallet Details section of the Preview panel provides the following information:

  • Phone Number - The phone number of the wallet owner.
  • Reference ID - The reference identifier of the wallet, defined by the client.
    To modify the ID, click the pencil icon (relevant to Owner and Administrator).
  • Status - The status of the wallet: active or inactive.
  • Type - The wallet type: Client.

The Balances section of the Preview panel lists the balances in each of the accounts of the wallet.

The Transactions section of the Preview panel lists the last five transactions of the wallet. To view all transactions, click See all transactions.

To see details of the wallet, click Details.

Updated 15 days ago


Previewing Client Wallet Details


View more details within a Client Wallet

Suggested Edits are limited on API Reference Pages

You can only suggest edits to Markdown body content, but not to the API spec.