How to create a Wealify Virtual Account?

You can create a Virtual Account (VA) on your Wealify account by following these simple steps:

👉 Step 1: Log into your Wealify account, click [Virtual account], click [VA list], and [Create VA].

👉 Step 2: Enter VA Card holder (only text and you can use any name you want).

Read and confirm VA's Terms of Use and Policy. Click [Create] to complete creating VA.

You can view the list and status of your Virtual Accounts (VAs) on the [VA list] page.