Faster access to platform balance data
You can now view account holders, balance accounts, and transfers directly at the company level in the Customer Area.
June 2025
A quicker way to get to the data you need
We’ve made it easier for you to view key pages like account holders, balance accounts, and transfers at the company level. You no longer have to select a merchant account first. This means fewer clicks and faster access to the information that matters.
Built for platform users
This update simplifies how you navigate the Customer Area. It removes friction for platform teams managing multiple merchant accounts, so you can easily find the information you need right away.
What to do next
If you have company-level access and the "Balance platform base role," you’ll see a banner in the Customer Area. Click through to switch views and start exploring your data more efficiently.
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