How to Access Account Integrations

The Integrations page is where you connect your third party financial institutions and apps.  Changes can only be performed by your Company Admin.

  1. Navigate to Account Settings and Select the Integrations tab

  2. The Integrations tab is divided into 3 areas:
    1. Transactional - These are bank and payment accounts which can hold, move and convert (FX) cash.
    2. Investment - These are investment accounts which can hold and convert (FX) investments.  At this time, only Syfe is supported.  It is configured and connected by CashWise.
    3. Applications - Connected applications which provide data and transaction statuses to CashWise
If there is an integration you would like to see, please do drop us a note at

Next Steps