Password management

Changing your password

You can manage your password from within the account:

  1. Log in to the account
  2. Click your name in the top right corner
  3. Click My Profile
  4. Click Details and choose Change Password
  5. Enter your current password once and the new password twice
  6. Click Save

Your security is important to us. Since we move money on your behalf, we require complex passwords to keep your account safe.

  • Your password must contain:
    • A minimum of 8 characters
    • At least one number or symbol
    • At least one uppercase letter
    • At least one lowercase letter
  • Your password must NOT contain:
    • A special character as the first character, ie: @, %, &
      • If the password starts with a special character, the error Passwords don't match will be encountered
  • Passwords can not be reset to one of the last 10 that have been used in the past

Forgotten password

If you can't remember your password, you can request a password reset email be sent to the current login email address:

  1. On the login page, click Reset your password
  2. Enter the email address used to login and click Reset My Password
  3. Check your email Inbox for an email with the subject line: Create a new password
  4. Click the new password link in the email
  5. Enter a new password on the "Create password" page

Password reset email not arriving

If you do not receive an email, double-check the spelling of the email address you entered. The email address entered must be an active user on an active account to trigger the password reset email notification.

Paying a vendor through a Portal account

You don't need a account to make a payment to a vendor. Many vendors use the custom URL on their invoice to allow their customers to make on-line payments to them without having to create a account. This access to only make payments to a specific vendor is called a portal account. It is accessed from the unique URL that's printed on the invoice.

If you pay a vendor through a portal account, check the invoice you received from your vendor. It will include the unique URL to your portal account. If you've forgotten the password to access the portal account, click the Forgot password? link on the portal login page.

Note: You can reset your password up to 10 times in 24 hours. If a reset is attempted after 10 times, your login will be locked out for 24 hours.