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Showing articles from Getting started tag

What do I need to do before connecting my bank?

Make sure open banking is enabled and that you have the permissions needed to grant access to Treyd.

Why is my onboarding taking longer than expected?

Delays can happen if information is missing, needs verification, or if additional checks are required.

Is it safe to connect my bank account?

Yes, Treyd is regulated under EU/UK open banking law (PSD2). The connection is strictly read-only — we can see your transaction data but cannot move funds or make any changes to your account. You can revoke access at any time.

What should I do if my KYC has expired?

Go to the Company page, click “Renew KYC,” review your details, and submit the updated information to reactivate your account.

How to Complete and Update Your KYC

To use Treyd, you’ll need to complete your KYC (Know Your Customer). This helps us stay in line with regulations and keep your account active. What KYC includes You’ll be asked to provide details about: * Your company (structure, ownership, operations) * Key people (owners, signatories, UBOs) * Financial and …

What happens after I submit my onboarding?

Our team reviews your application. If everything looks good, your account will be approved and be presented with credit offers for you to choose from.

What should I do if my bank isn’t listed?

Contact support and we’ll help you find a solution or alternative way to share your data.

How will I know when I’m approved?

You’ll be notified once your onboarding is complete and your account is ready to use.

What does Treyd finance?

We finance a range of business expenses by paying supplier invoices directly. This includes inventory purchases, supply chain services, digital marketing expenses and pre-production payments. Financing is limited to costs that are in line with the customer’s registered business description. We cannot finance fixed…

Adding Power of Attorney and Signatory Rights

You can set up a Power of Attorney directly on the platform in just a few steps. This guide shows you how to create and send a POA request. How to set up a POA * Go to Company in the left-hand menu * Click Documents * Under Power of Attorney , click Create new Choose who signs and who receives access…

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