First Access

The first step to accessing the PayBrokers platform is a comprehensive assessment of your partnership.
This assessment ensures all pre requirements are in place and includes:

1. Compliance and Background Check: Ensuring all regulatory and operational requirements are met.
2. Partner Company Setup: Configuring your organization within the platform.
3. Tax Configuration: Setting taxes according to prior commercial alignments.
4. Brand Configuration and Customization: Tailoring the platform to your specific brand needs.
5. Corebanking Account Creation: Establishing your transactional, proprietary, and reserve accounts.

After the assessment is complete, the API integration is performed to connect your systems with the PayBrokers platform.

Once the APIs are successfully integrated, the PayBrokers Operations team will provide your user login credentials (email) and the URL for first access.

First Access Setup

PayBrokers Operations team can provide you both the first access URL or the credentials so you can to configure your password.

After setting up your password, log in using your email and the newly created password.

Multi-Factor Authentication (MFA) Setup

To proceed with your login, you must install an MFA application on your mobile device. Supported apps include:

• Authy (Play Store) | Authy (App Store)
• Google Authenticator (Play Store) | Google Authenticator (App Store)

Install the app, then configure MFA during your first login.

Using the Platform

Once your MFA setup is complete, you can successfully log in and start using the platform. If the corebanking account setup is still in progress, a temporary account activation badge message will be displayed on your dashboard to inform you.