SerraFi

How do I check my account balance?

What's the difference between "Current Balance" and "Available Balance"?

How do I view my transaction history?

How do I get my account and routing numbers for receiving wire transfers?

How do I search for a specific transaction?

How do I see transactions from a specific date range?

How can I export my transaction history?

Check your balances, review transactions, and find your account and routing details.

Account & Balance

Find answers and get help from Intercom Support and Community Experts

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