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Float Help Center
Onboarding Information

Onboarding Information

Learn about Float's Onboarding Process and what you might need.

Registration Process

I'm trying to submit an application for a business and keep getting logged into a different Float account
Can I submit my application on a mobile device?
How does Float protect my business and personal information?
Why do I need to provide beneficial owners?
Why do I need to provide business information?
What is Persona?

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Billing and Pricing Plans

Customizing the name on your physical card
How do I upgrade or downgrade my plan?
How do I access invoices?
How does Float bill my account for the monthly Professional Plan subscription?
Float Pricing Plans & Features

KYC FAQs

Full KYC Process
Will providing my identity for KYC impact or affect my credit score?
Will my personal information submitted for KYC be stored securely?
What if I don't have a valid driver's license for KYC Submission?
Why do I need to complete the Identity Verification?

Float Help Center

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