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 limit.
How do I know when I'm required to do a Financial Refresh?
Primary Administrators for businesses that are due for a Financial Refresh will see an alert on the Float Overview page, and on the Accounts page through the Float web app.
Please note: Failing to complete a Financial Refresh by the due date may result in business spend being paused.
How to complete a Financial Refresh
- Upon seeing the alert on the Overview of Accounts Page, select "Start financial refresh".
- You will be prompted to upload the following documentation
- Your company's most recent annual financial statement
- Your company's four latest 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.