Add Accounts
Links to Endpoint Guides
Create Account: https://docs.galileo-ft.com/pro/reference/post_createaccount
Use Cases
Create Account | VS | Add Account |
---|---|---|
Onboard a new customer for a physical card. | Add a secondary account to an existing account holder, such as a savings or overdraft account. For overdraft accounts, also consult the Creating an Overdraft Account guide. | |
Onboard a new customer for a virtual card. | Add a secondary card product to an existing account holder, either a virtual or personalized card. | |
Create a secondary account for a different customer other than the primary account holder, such as a spouse or child. |
Do not follow this procedure to:
Create Account | VS | Add Account |
---|---|---|
Add a secondary account to an existing customer; instead, see the Adding an Account guide. | Onboard a new customer for a physical or virtual card; instead, see the Creating an Account guide. | |
Add an overdraft account; instead, see the Creating an Overdraft Account guide. | Deposit funds into an account at the time of account creation; instead, see the Creating an Account guide. | |
Create an instant-issue card; instead, see Setup for Instant Issue. | Create a secondary account for a different customer other than the primary account holder, such as a spouse or child; instead, see the Creating an Account guide. | |
Create an account for a Digital First account, where you provide a digital version of the card for customers to use while the physical card arrives; instead, consult Digital First cards in the Choose a Card Strategy guide. | ||
Break out the account-creation steps into component parts, such as passing Galileo CIP before creating an account; instead, use Start Enrollment and Complete Enrollment. For directions see the Start Enrollment process in Customer ID Verification (KYC/CIP). |
Last updated