Accounts

View, filter, and manage the accounts you’ve created.

The Accounts section of the Dashboard offers a variety of information about the Moov accounts you’ve created. View all accounts and their transfers, filter the list by account type, search by name and email, and, if needed, disconnect accounts. You can also manage capabilities and associated account files.

Create accounts

You can create new accounts by clicking the New account button. Soon, you will have the option of choosing to create an onboarding link through Moov’s hosted onboarding process.

Create accounts in the Dashboard

Filter accounts by capability

You can filter accounts by capability and/or capability status. Combine the two filters to view a variety of account list combinations, such as all accounts with the send funds capability enabled, or all accounts with the collect funds capability needing further action.

Filter accounts by capabilities

Peek preview

The peek preview shortcut gives you fast access to details from any account in the Dashboard.

Press the space key to toggle the preview on and off. You can move your cursor up and down the account list and the preview will update with the corresponding account information. The esc key will also dismiss the preview.

Press c while the preview is open to copy the accountID to your clipboard.

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All accounts

View account information and manage accounts you’ve created.

Onboarding links

Create, send, and view account onboarding links in the Dashboard.