Search and navigate the admin dashboard.
Technical/operational name, visible in other platforms. Once set, it can't be easily changed.
Search the profiles CFX has synced, or paste an id from the AiPrise dashboard URL.
Optional. Enrolling in a RouteFusion program requires this customer's virtual accounts to be onboarded (and re-verified) with RouteFusion.
Optional. A recurring platform fee, debited from the Operating account provisioned for this customer.
MOVEUSD, charged once per calendar month. The sweep runs nightly, so the first charge lands on the next run for the current month, not on the 1st. Leave blank for no recurring fee.
Control persons and beneficial owners for the primary organization. At least one control person is required.
Turn on when this customer verifies its own identities or organizations and CFX should not run verification for them. Leave off to verify through CFX.
