What is the account creation process?

Learn more about the account creation process

Step 1 - Receive invite to register an account with MoneySwitch

Example of an invite email

Step 2 - Complete your profile

Register your name, and create a password.
Example of account registration

Step 3 - Install Google Authenticator

MoneySwitch uses Google authenticator for 2-step verification. You can install Google authenticator as a browser extension, or on your mobile device.
Once you have installed Google authenticator, follow the steps to enable two factor authentication. Enter the code as provided by Google authenticator to login.

Step 4 - Welcome Dashboard

The registration process is complete. You should have access to your company's borrower dashboard. To return to the dashboard use