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!

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Viewing Client Wallet Balances

You can view the balances of your client wallets.

This procedure requires Owner, Administrator, or Editor privileges.

How to View Your Client Wallet Balance

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

    The Balance page appears.

The page shows each account for every client wallet. You can group the data by wallet or by currency.

The following table describes the fields in the Balance page.

Field

Description

Balance

Amount of money of the indicated currency in the account.

Category

Type of wallet. Relevant when the accounts are grouped by wallet. One of the following:
* Card Authorization - Wallet for authorization of issued cards.
* Collect - Wallet for collect operations.
* Disburse - Wallet for disburse operations.
* General - Wallet for all operations.

Last Transaction

Date and time of the most recent transaction in the indicated currency.

Total Balance

Balance of the indicated currency in all wallets. Relevant when the accounts are grouped by currency.

Wallet Reference ID

Reference identifier of the wallet, defined by the client. Example: Primary Account.

  1. You can do the following:
  • To group the accounts by wallet, click Wallet.
  • To group the accounts by currency, click Currency.
  • To see details of a wallet, click the Wallet name (for example, Primary Account).

Updated about a month ago


Viewing Client Wallet Balances


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