The dashboard displays :
Account Balance in USD: The current funds available in the account in US dollars
The ability to transfer the balance from the account to a Card-Y wallet to request a withdrawal: The platform does not allow transfers from the account to the wallet unless there is a positive balance in the account.
Account Information Details Includes:
Account Holder Name
Account Number
Routing Number
Account Type
Name and Address of the Bank for the Account
Recent Activity
Instant view of :
Incoming payments and their sources
Outgoing transfers and withdrawals
Fee discounts and transfers
Transaction status changes
Transaction History and Reports
Filter Options
View transactions by:
Date Range: Custom periods, last 30/90/365 days
Transaction Type: Deposits, withdrawals, fees, transfers
Currency: Transactions in USD, EUR, or EGP
Amount Range: Filter by transaction size
Status: Completed, pending, or failed transactions
Export Capabilities
Upload your data as:
CSV Files: For analysis in spreadsheets
PDF Statements: Professional format for business use
Search Function
Search for specific transactions using:
Reference Numbers: Bank or platform transaction IDs
Sender Information: Customer or account holder names Work
Description Text: Payment notes or references
Amount Values: Search by range or specification
Support and Help
Help Resources
Get help through:
Help Center: Frequently asked questions and comprehensive guides
Live Chat: Instant support during business hours
Email Support: Detailed assistance for complex issues
Account Health Check
Regular Account Maintenance:
Security Review: Periodic security assessment
Performance Analysis: Optimize account usage
Compliance Check: Ensure all requirements are met
Feature Updates: Stay up-to-date with new capabilities
Need help managing your account? Our dashboard includes guided tours and contextual help tips to help you make the most of your global account features.