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How does pooled account membership work?

Pooled account membership allows you to manage the members of your pooled safeguarding or pooled client money accounts.

You’ll need to add members when you first set up the pooled account in order to send or receive payments from that account.

Each member you want to add needs to have been onboarded either via Verify or Reliance onboarding. Once onboarded, a legal person URL is created in our system. This is the unique identifier for your customer, and you need to use this legal person URL to add or remove members to your pooled account.

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For more information, take a look at our guide on pooled account membership.

Portrait of Written by Mo Backer
Written by Mo BackerUpdated 14 January 2025

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