Corporate Account Opening

1.1.4 Company Account Opening

1.1.4A Q: In the company account opening data-entry process, what does “Number of Devices in Use” mean?

A: “Number of Devices in Use” refers to the limit on the number of devices a client may use to log in, such as mobile phones, tablets, and desktop computers. The system limit is 10 devices.

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An account may have only one registered phone number to receive verification codes; when different authorized users sign in on devices, they must use the verification code sent to the registered phone number.

1.1.4B Q: If a company does not have a bank card during account opening, how should it be entered into the system?

A: If the company bank account has no bank information, the bank name and account number may be entered as N/A. When the client later provides bank information, add the bank card details in “Funds Management > Bank Card Management.”

1.1.4C Q: How are primary and sub-accounts managed for a company account?

A: There is only one registered mobile phone number; multiple personnel must share its use to perform 2FA (two-factor authentication), entering the login password and receiving the verification code. Primary account types may be distinguished as cash or financing accounts, and sub-account types must follow the primary account type.