Accounts and Conversions
How do I view balances and convert between currencies?
Overview
The Accounts page lists every Account in the workspace. Use it to view balances and to move money between fiat currencies and stablecoins — a Conversion (also called a Buy or Sell). Reach the page from Sidebar → Accounts.
Available actions
- View all Accounts in two sections:
- Balances — Cash Accounts (USD, CAD, etc.)
- Crypto Wallets — Wallet Accounts (USDC, USDT, etc.)
- Inspect an Account by clicking its row.
- Convert between currencies using the inline conversion panel.
Account fields
| Field | Meaning |
|---|---|
| Name | A friendly name, often the currency (for example, "USD Account") |
| Type | Cash for fiat currency, Wallet for stablecoins |
| Balance | The current amount in the Account |
| Status | Typically Active. New Accounts may show Pending or Storing during setup |
Conversions (Buy and Sell)
Click any Crypto Wallet to open the conversion panel.
- Buy — use Cash to acquire a stablecoin.
- Sell — exchange a stablecoin for Cash.
Prerequisites
- At least one Cash Account
- At least one Wallet Account
- A balance in the source Account
Conversion form fields
- Direction — Buy or Sell
- From Account — the source of the money
- To Account — the destination of the money
- Amount to Convert — the amount in the source currency
The panel displays a live You will receive estimate, the Conversion Fee, and a "Rate refreshes in X s" countdown. The panel re-quotes when the countdown expires.
Notes
- Rates move continuously. The estimate reflects the rate at the moment you viewed it. The final rate locks in when you click Convert Now, and the resulting amount may differ slightly from the estimate.
- Conversions require a matching Cash Account. If only a stablecoin Wallet exists with no Cash Account in a paired currency, the panel displays "No fiat accounts available".
- Conversions appear in Transactions under the Conversions tab, not under Payments.
General notes
- Balances load on page load. Refresh the page after a recent transaction to update a stale balance.
- New Accounts cannot be created from this page. Workspaces are configured by your administrator. Request a new Account or currency from them.
- Pending or Storing status is expected for new Accounts. Refresh the page after a moment to check whether the status has changed to Active.
Related resources
- Contacts — the recipients of payments from these Accounts
- Payments — sending and receiving money
- B2B App Payout Corridors — the currencies the platform supports
- Transactions — where Conversions appear
Updated 20 days ago