Q: How do I review my account list and update card delivery details?

[how-tos][figure] Sign into your Centtrip account and select ACCOUNT LIST from the left-hand menu.[/figure][figure]Click an operating account to open *‘Account details’ * and review limits. (You can also click on a card to view cardholder limits).[/figure][figure]Scroll down to view the card delivery address(es) for that operating account. From here you can EDIT DELIVERY ADDRESS or ADD DELIVERY ADDRESS . You can select your preferred delivery address when ordering cards .[/figure][/how-tos]

Question 1

What is a Market Order, what are the benefits and how do I set one up?

Accepted Answer

Take advantage of exchange rate fluctuations by setting a target rate and letting Centtrip watch the market for you. If the market reaches your target rate, we will automatically execute the buying or selling of your specified currency, day or night. So you don't have to worry about missing an FX opportunity.

Types of Market Order

1) Take Profit

A Take Profit Order enables you to take advantage of favorable market movements. Choose a target rate better than the current market level. If the market reaches your target rate, your order is automatically processed on your behalf. You can set this up directly within your Centtrip account.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/ssTv2cUQS2/resources/JAvapanC8h/takeprofit2.png (takeprofit2.png)

2) Stop Loss

A Stop Loss Order can be used to stop further loss when an appreciating market starts to reverse. This protects you from purchasing currency at a poorer rate than expected or required. Choose a 'worst case' target rate that is weaker than the current market level and your order will be automatically executed if the market reaches this rate, protecting your profits. Contact our team to discuss or place a Stop Loss Order.

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3) One Cancels Other

This is a combination of both a Take Profit Order and a Stop Loss. If the market appreciates and the Take Profit Order is triggered, the Stop Loss will automatically be cancelled. Conversely, if the Stop Loss is triggered the Take Profit Order will automatically be cancelled. These are enable you to take advantage of a positive market move, whilst protecting a key level. Get in touch to discuss a OCO order.

Question 2

How do I switch between my different Centtrip accounts?

Accepted Answer

If you are an Administrator on more than one Centtrip account, you can switch between them easily, without having to log out and back in again with different user credentials.

Switching between your US accounts - click your account name at the top of your dashboard to open a dropdown menu containing a list of your other US accounts. Select the one you want to switch to.
Switching from a US account to a UK account - click the US flag icon at the top of your account dashboard and select 'UNITED KINGDOM' from the dropdown menu.
Switching from a UK account to a US account - click the Settings cog in the top-right corner of your UK dashboard. Select 'Centtrip USA Dashboard' from the dropdown menu.

Question 3

How do I get access to the payments and foreign exchange service?

Accepted Answer

If you do not see the payments & FX dashboard (shown below) when you click on 'PAYMENTS & FX' from your account menu, it means either that this service has not yet been enabled for your account, or that you do not have the relevant access rights.

To request access, please contact your Centtrip account manager or email Client Support.

Question 4

How can I update my cell number?

Accepted Answer

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Question 5

Can I use Centtrip for payments and foreign exchange?

Accepted Answer

Yes! Once this service has been enabled for your account, you will have direct access to the live FX market and can convert over 130 currencies at competitive rates. Place spot, same-day or forward trades and market orders effortlessly within your account.

Purchased currency can be used to make fast and secure international payments, without the hefty banking fees. Alternatively, convert multi-currency revenue streams back into USD and transfer to your Centtrip account or cards.

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Get Started

Sign into your Centtrip account and click on 'PAYMENTS & FX' in the left-hand menu. If you are not taken to the payments & FX dashboard, it means either that this service has not yet been enabled for your account, or you do not have the relevant access rights. To find out more and request access, please contact your Centtrip account manager or email Client Support.

Question 6

What are the validation requirements for completing my card order form?

Accepted Answer

Please always follow these steps to order cards within your Centtrip account. The validation requirements for filling out the order template are provided below, as well as in your account for ease:

"Corporate name": maximum 100 characters.
The naming should match with selected Corporate on the 1st step.
"First Name": maximum 50 characters.
Allowed characters: a-z, A-Z, 0-9, space, apostrophe, dash.
"Last Name": maximum 50 characters.
Allowed characters: a-z, A-Z, 0-9, space, apostrophe, dash.
"Emboss Name": maximum 26 characters.
Allowed characters: a-z, A-Z, 0-9, space.
"Email": maximum 254 characters. Format: example@domain.com.
"Birth Date. Day (DD)": enter 1-31 day number. Format: "01" or "1".
"Birth Date. Month (MM)": enter 1-12 month number. Format: "01" or "1".
"Birth Date. Year (YYYY)": age must be greater than or equal to 18. Format: YYYY.
"Mobile Phone Code (ex. 1 for USA)": mobile country code without "+" or "0" in the beginning, ex. "1" for USA
"Mobile Phone Number": maximum 20 digits.
"Shared balance (Yes/No)": enter "Yes" or "No". What does this mean?
All fields: no trailing or leading spaces.
File: remove empty rows instead of just clearing cells.
Delivery Address: there is a maximum of 50 characters allowed for the Corporate name, First name and Last name.

Question 7

How do I review my account list and update card delivery details?

Accepted Answer

[how-tos][figure]Sign into your Centtrip account and select ACCOUNT LIST from the left-hand menu.[/figure][figure]Click an operating account to open *‘Account details’ * and review limits. (You can also click on a card to view cardholder limits).[/figure][figure]Scroll down to view the card delivery address(es) for that operating account. From here you can EDIT DELIVERY ADDRESS or ADD DELIVERY ADDRESS. You can select your preferred delivery address when ordering cards.[/figure][/how-tos]

Question 8

How do I add funds to my pre-load Centtrip cards?

Accepted Answer

Any cards associated with your Centtrip account will be one of two types; cards which spend directly from the shared operating account balance, OR pre-load cards which require funds to be transferred onto them.

To transfer funds to your pre-load cards:

Sign in and visit your account DASHBOARD.
In the Quick Transfer section, use the dropdown boxes to select where funds should be sent FROM, and the card you would like to load them TO.
Enter the value you would like to transfer into the AMOUNT box, and check the balances look correct.
Click ‘Confirm’ to move your funds instantly to your selected card. These will be available to spend immediately, as long as the card has been activated by the cardholder.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/ssTv2cUQS2/resources/59948G4Jj5/Quick%20Transfer.png (Quick Transfer.png)

Information on your card limits is available here

Question 9

How can I check my card balance?

Accepted Answer

You can check your real-time card balance whenever you need via the Centtrip app. The app will also show how much you have left to spend before hitting your daily limit. There are two ways to check:

From the 'CARD TRANSACTIONS' screen:

Tap 'CARD TRANSACTIONS' from the app dashboard.
Select 'BALANCE AND LIMITS' at the bottom of the screen.
Review your Card Balance and Remaining Available Spend.
Select 'Card Limits' to see your daily and monthly limits for card spend, cash withdrawals and your maximum transaction amount.

From the 'Card Settings' screen:

Visit the ‘YOUR CARDS’ screen by tapping ‘All cards’ from the app dashboard.
Tap on your card to reveal card functions, and press ‘Card Settings’ to open.
Review your Card Balance and Remaining Available Spend.
Scroll down to see your daily and monthly limits for card spend, cash withdrawals and your maximum transaction amount.

Question 10

Where can I use my card?

Accepted Answer

Your card can be used in over 190 countries worldwide, wherever Mastercard is accepted.

There are a few countries where the use of your card is prohibited:

Islamic Republic of Iran
Democratic People's Republic of Korea
Sudan
South Sudan
Syrian Arab Republic
Cuba

Usage in the following countries is restricted, which means the countries below are blocked by default but can be enabled on request:

Afghanistan
Albania
Angola
Azerbaijan
Burundi
Bolivia (Plurinational State of)
Botswana
Belarus
Democratic Republic of the Congo
Central African Republic
Western Sahara
Ghana
Guinea
Guinea-Bissau
Haiti
Iraq
Kenya
Kyrgyzstan
Cambodia
Lao People's Democratic Republic
Lebanon
Liberia
Libya
Mali
Myanmar
Mongolia
Mozambique
Nigeria
Nicaragua
Panama
Pakistan
State of Palestine
Paraguay
Russian Federation
Sierra Leone
Somalia
Tajikistan
Tunisia
Ukraine
Uganda
Bolivarian Republic Venzuela
Vietnam
Kosovo
Yemen
Zimbabwe