Setting up your Workspace
Get your workspace ready with bank links, Cards, and security settings.
11 articles
- How to connect your external bank account to LoopConnect your external business bank account to Loop to load funds, add cards or send payments. This one-time setup links your Loop Account to your existing bank securely.
- How to Reset Your Loop PasswordForgot your Loop password? Reset it from the login page and get a secure reset link sent to your account email in minutes.
- How to Close Your Loop AccountTo close your Loop account, clear all wallet balances, pay off any credit balances, download required statements, then contact Loop Support to finalize.
- How to connect a sales channel to your Loop AccountConnect your sales channels to Loop in just a few clicks to sync payouts, simplify reconciliation, and track your revenue in one place. You can manage all your integrations directly…
- How to connect your CRA to LoopSecurely link your CRA Business Account to Loop by adding Loop as a read-only authorized representative, so Loop can verify your business details.
- How to enable automatic card payments with Auto-PayEnable Auto-Pay to automatically pay your full Loop card statement balance every cycle. You can choose to pay all in CAD or all in USD, and funds are withdrawn from…
- How to set up Multi-Factor AuthenticationMulti-Factor Authentication (MFA) adds an extra layer of security to your Loop account. Each user must enable MFA using an authenticator app like Google Authenticator or Authy. You’ll need it…
- How to set up notifications and alertsSet up Loop business and user notifications to stay on top of card transactions, payments, and deposits — customizable by role and delivery method.
- Update your contact informationYou can update your phone number directly from your Loop account, but to change your email address, you’ll need to contact our support team for verification.
- How to set up notifications for Account activityYou can manage all Loop notifications from Settings → Notifications. Customize who gets alerts for business activities like payments, deposits, or card transactions, and add your phone number to receive…
- Why is my connected bank account not appearing for transactions, and how can I resolve this?