Do I need to invite other people to complete onboarding?
Yes, if there are required owners or signatories, they may need to verify their identity.
Why should I connect my accounting system?
Connecting your system helps keep your financial data up to date and allows us to assess your credit limit more accurately.
Can I disconnect my bank account?
Yes, you can disconnect your bank account at any time from the Company page.
Credit limit explained
Your available credit limit shows how much you can finance with Treyd at any given time. This article explains how limits work, why they change, and what to do if your limit is reduced or paused. What your credit limit means Your credit limit is the total amount you can use to place orders. * It’s not fixed a…
How often do I need to update my KYC?
KYC needs to be reviewed and renewed once a year, or earlier if your business details change.
How long does Treyd onboarding take?
It usually takes 10–20 minutes to complete and about 1 business day for review, depending on your information.
Why did my bank connection disconnect?
Bank connections automatically expire after 90 days. You’ll need to reconnect to continue sharing data.
Understanding Treyd’s onboarding process
Getting started with Treyd is quick and straightforward. This guide walks you through what to expect, what information you’ll need, and how long the process usually takes. What onboarding includes To get set up, we’ll ask for a few key details about your business: * Company information Legal entity details …
Why was my KYC sent back or rejected?
This can happen if information is missing, unclear, or incorrect. You’ll be asked to review and update your details before resubmitting.
Who can sign a Power of Attorney (POA)?
Only authorized users with signing rights can sign a POA request.
