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  1. Unit - Help Center
  2. Accounts

Accounts

Information Update

  • What is the process for updating information an existing customer account?

Accounts

  • Can we update the name on the check for a closed business account from the business name to a personal name?
  • Do Unit bank accounts connect well through Plaid?
  • How to get a list of Counterparties for a customer?
  • Write-off transactions
  • Request to archive an account
  • Will closing an account cancel any pending payments from the account?
  • See all 34 articles
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