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How to create a Shared balance

How to create a Shared balance

To create a Shared balance, go to “Balances” and then choose the “+ Create Balance” option.

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You will be asked to give the balance a name and choose which parent balance it will draw from. The balance you create will only have access to the currencies available in the parent balance.

Next, you’ll be asked to choose whether or not you’d like Shared cards to be able to draw from this balance.
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Lastly, you can toggle which currencies you would like to be available in your new balance. You will still be able to edit the currencies once the balance has been created.

Related

Assigning people to balances and setting balance roles

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Equals Money PLC is registered in England & Wales, ls No. 05539698. Equals Money PLC is part of Equals Group Limited (Registered in England & Wales No. 08922461). Registered Office: 3rd Floor, Vintners’ Place, 68 Upper Thames St, London, EC4V 3BJ. Equals Money PLC is authorised by the Financial Conduct Authority to provide payment services (FCA No. 488396). Equals Money Cards are issued by Equals Money International Limited pursuant to license by Mastercard International Inc. Equals Money International Limited is authorised by the Financial Conduct Authority to conduct electronic money service activities under the Electronic Money Regulations 2011 (Ref: 900493). Mastercard is a registered trademark, and the circles design is a trademark of Mastercard International Incorporated.