Common questions about sub-balances

A sub-balance is a portion of your main balance, acting like a reserve account. It doesn't have its own account number but can be used to segregate funds within the main balance. Funds can be moved between sub-balances and the main balance, offering flexibility in managing different financial aspects.

Incoming funds through zero-balance accounts can be routed to specific sub-balances by creating percentage-based routings. For transactions coming through a zero-balance account, you can set rules to allocate a certain percentage to a designated sub-balance. This automated mapping ensures efficient fund management.

Sub-balances can be open by ensuring you have funds in the main balance. Click on account details for the Main Clearing balance account. Then click on the sub-balance tab, and follow the instructions. Remember that $1 from the main balance is needed to open a sub-balance.