Financial Refreshes for Charge Customers

Users on Float Charge will periodically be required to refresh their account details to maintain eligibility for their Charge accounts, as well as their credit limits.

How do I know when I'm required to do a Financial Refresh?

If your business is due for a Financial Refresh, all Administrators (including the Primary Administrator) will be notified.

You'll receive reminders in a few ways:

In-app alerts on the Overview and Accounts pages in the Float web app

Email reminders sent 7 days before, 3 days before, and on the day of your Financial Refresh deadline.

Please note: Failing to submit a Financial Refresh by the due date may result in a reduction or potential removal of the limit. If you have any questions or run into issues completing your Financial Refresh, please reach out to charge@floatfinancial.com.

How to complete a Financial Refresh

Go to Accounts > Overview > Upon seeing the alert, select "Start financial refresh".
Upload the requested documentation. The documents required will vary depending on your business and may include:
- Most recent annual and YTD financial statements
- Most recent 3-4 months of bank statements (for both CAD & USD if applicable)
Select "Submit Review"

Please note: In the event that the documents submitted are invalid, our Charge team may reach out via email for additional information.