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How to approve a Bank transfer request

Show images

SoldoPlans_AddOn_202505_EN.svg

  1. From the left-side menu, select Requests.
    WC_Request_BankTransferApprove_MenuItemAnnotated_202506_EN.webp
  2. Select the request to review.
    WC_Request_BankTransferApprove_RequestAnnotated_202506_EN.webp
  3. Select Continue to approve.
    WC_Request_BankTransferApprove_ApproveRequestAnnotated_202506_EN.webp
  4. Select the Wallet that will fund the payment.
    Note: You’re authorising the requester to spend from the wallet that you select up to the amount that you approve in this request. They won’t be able to exceed the approved spend amount. WC_Request_BankTransferApprove_SetFundsSourceAnnotated_202506_EN.webp
  5. Select Confirm.
    WC_Request_BankTransferApprove_ConfirmWalletAnnotated_202506_EN.webp
  6. Enter any notes you’d like to send to the requester (optional), then select Approve.
    WC_Request_BankTransferApprove_NotesApproveAnnotated_202506_EN.webp

Show images

SoldoPlans_AddOn_202505_EN.svg

  1. From the left-side menu, select Requests.
    WC_Request_BankTransferApprove_MenuItemAnnotated_202506_EN.webp
  2. Select the request to review.
    WC_Request_BankTransferApprove_RequestAnnotated_202506_EN.webp
  3. Select Continue to approve.
    WC_Request_BankTransferApprove_ApproveRequestAnnotated_202506_EN.webp
  4. Select the Wallet that will fund the payment.
    Note: You’re authorising the requester to spend from the wallet that you select up to the amount that you approve in this request. They won’t be able to exceed the approved spend amount. WC_Request_BankTransferApprove_SetFundsSourceAnnotated_202506_EN.webp
  5. Select Confirm.
    WC_Request_BankTransferApprove_ConfirmWalletAnnotated_202506_EN.webp
  6. Enter any notes you’d like to send to the requester (optional), then select Approve.
    WC_Request_BankTransferApprove_NotesApproveAnnotated_202506_EN.webp
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The financial services provided to customers resident in or with registered office in an EEA country are provided by Soldo Financial Services Ireland DAC, a company incorporated in Ireland with company number 610705, and registered office at 33 Sir John Rogerson’s Quay, Dublin 2, Ireland.  Soldo Financial Services Ireland DAC is regulated by the Central Bank of Ireland. Mastercard is a registered trademark, and the circles design is a trademark of Mastercard International Incorporated. The card is issued by Soldo Financial Services Ireland DAC pursuant to a licence issued by Mastercard International Inc. Soldo Financial Services Ireland DAC complies with all applicable data protection and privacy legislation in force from time to time in Ireland, including the EU General Data Protection Regulation (EU 2016/679) and the Data Protection Acts 1988 - 2018. All communications related to financial services provided by Soldo Financial Services Ireland DAC shall be sent to Soldo Financial Services Ireland DAC, 33 Sir John Rogerson’s Quay, Dublin 2, Ireland.

The financial services provided to customers resident in or with registered office in the UK are provided by Soldo Financial Services Ltd., a company incorporated in the UK with company number 09495650, whose registered office is 119 Marylebone Road, London, NW15PU, United Kingdom, authorised as an Electronic Money Institution by the Financial Conduct Authority (firm registration number 900459). Mastercard is a registered trademark, and the circles design is a trademark of Mastercard International Incorporated. The card is issued by Soldo Financial Services Ltd pursuant to a licence issued by Mastercard International Inc. Soldo Financial Services Ltd. (data protection number: ZA147304) complies with all applicable data protection and privacy legislation in force from time to time in the UK and the EU including the General Data Protection Regulation ((EU) 2016/679) and the Data Protection Act 2018. All communications related to financial services provided by Soldo Financial Services Ltd shall be sent to Soldo Financial Services Ltd., 119 Marylebone Road, London, NW15PU, United Kingdom.