Accounts and Conversions
How do I view balances and convert between currencies?
Overview
The Accounts page lists every account in your workspace and is where you move money between fiat currencies and stablecoins — a Conversion, also called a Buy or Sell. Reach it from Sidebar → Accounts.
Available actions
- View your accounts grouped into two sections:
- Balances — your Cash accounts (USD, CAD, etc.)
- Crypto Wallets — your Wallet accounts (USDC, USDT, etc.)
- Inspect an account by clicking its row.
- Convert between currencies using the inline conversion panel without leaving the page.
Account fields
Each account row shows:
| 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 | Almost always Active. New accounts may briefly show Pending or Storing while they're being set up |
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 account you're converting from
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 shows a live You will receive estimate, the Conversion Fee, and a "Rate refreshes in X s" countdown that re-quotes when it expires.
Notes
- Rates fluctuate. The estimate updates continuously; the rate locks in when you click Convert Now. The final amount may differ slightly from the estimate.
- Conversions require a matching Cash account. If you only have a stablecoin Wallet (for example, USDC) and no Cash account in a paired currency, the panel shows "No fiat accounts available".
- Conversions appear in Transactions under the Conversions tab, not under Payments.
General notes
- Balances refresh on page load. If a balance looks wrong after a recent transaction, refresh.
- You can't add a new account from this page. Workspaces are configured by your administrator. To request a new account or currency, contact them.
- Pending or Storing status is expected for new accounts. Refresh after a moment and the account should turn Active.
Related resources
- Contacts — the people you'll send to from these accounts
- Payments — sending and receiving money
- Payout Corridors — the currencies the platform supports
- Transactions — where Conversions show up
Updated 5 days ago