Overview
Updated 05/12/2023
CHAPTERS
Payment Tab
Statements
BOLD Reporting
Payment Tab
Funding Sub tab
The Account Details section shows you the open funding accounts and account balances that are held at Green Dot Bank. These are the accounts that are used to fund any CHANGE Urgent Pay ® or CHANGE Same-Day Pay ™ transactions. Check the “Default” checkbox next to the account you wish to be the default funding account for these transactions.
Statements
View Statement
- Select the Funding Account and Year drop down menus.
- Click on the Eye icon
- The Statement will open in a new tab.
Download Statement
- Click on the Download icon
- The Statement should download to your Downloads Folder.
BOLD Reporting
Disbursements transaction reporting can be found in the Client Portal under the Payments/Recipients section and also in the CHANGE section in BOLD Analyze reports. Transaction reporting in the Client Portal is up-to-the-minute and displays all recent transactions. Transaction reporting in BOLD Analyze is from days prior to the current date.
Note: Reporting is available on the BOLD platform and not the Client portal.
Card Account Details
Provides detailed information about the history of card fulfillment, registration and activation.
Card Activity Summary
Provides a summary count of card registrations, activations and loads, and the dollar amounts of loads.
Cardholder ID Verification Status
Lists cardholder accounts requiring additional information for the ID verification process.
Card Load
Provides information regarding the loads and reversals made to/from cardholder accounts, including ACH, Batch, and funding/adjustment account transfers.
Account Reconciliation
Provides details on all debits and credits to/from the funding and adjustment accounts within the chosen dates for batch and online manual payments.