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Request programmatic access to corporate bank account

In order to use Modern Treasury, you will need to request programmatic access to your corporate bank account. Though this process will vary by bank, it typically involves connecting with a technical advisor from your bank and going through the bank's compliance steps.

Once you're in touch with the technical advisor from your bank, assuming it's a bank we support, we can help you fill out all the paperwork.

Please select your bank from the menu for tips and instructions on how to request programmatic access.


Bank Product Naming

Note that each bank calls the access system by a different name (e.g. "Transact Gateway at Silicon Valley Bank, or "CEO" at Wells Fargo.)