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 Details of a Wallet

You can view details of a specific wallet, including transactions and contacts.

To preview selected details of a wallet and its cards, see Previewing Wallet Details.

How to View Wallet Details

  1. Sign in as described in Accessing the Client Portal.
  2. Do one of the following:
  • Navigate to Wallets > Accounts, then click the Wallet ID of the wallet you want.
  • Navigate to Wallets > Transactions, then click the Wallet ID of any transaction of the wallet you want.
    The Details page appears for the wallet you selected.

The following table describes the fields of the Details page:

Field

Description

Created At

The time that the wallet was created.

First Name

First name of the wallet owner.

ID

ID of the wallet. String starting with ewallet_.

IDV Status

The identity verification status.

Last Name

Last name of the primary wallet contact.

Phone Number

The phone number of the wallet primary contact.

Reference ID

Merchant-defined ID for the wallet.

Type

The wallet type. One of the following:

  • client
  • company
  • personal

Updated At

The time that the wallet was last updated.

Wallet Balances

The current balance of each account in the wallet. Each currency account is listed separately.

Wallet Status

Status of the wallet.

Updated 18 days ago


Viewing Details of a Wallet


You can view details of a specific wallet, including transactions and contacts.

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