► Getting Started with Unzer Financial Services

Welcome to Unzer Financial Services (UFS).

This guide will help you activate your account, complete your onboarding, and gain access to your Unzer Financial Services card account.

Important: You will only be able to access your account and card features once your onboarding has been completed and approved.

Step 1: Open Your Invitation Email

You will receive an invitation email from no-reply@getpliant.com.

1. Open the email.
2. Click "Register" to begin the account setup process.

If you cannot find the email, please check your spam or junk folder.

Step 2: Activate Your Account

Create a secure password for your account.

Password Requirements

Your password must:

• Be at least 8 characters long
• Contain at least 3 of the following 4 character types:
  • Uppercase letters (A-Z)
  • Lowercase letters (a-z)
  • Numbers (0-9)
  • Special characters (e.g., !, %, &, ?)

Once your password has been created:

1. Review and accept the Terms & Conditions.
2. Click "Submit".

Step 3: Sign In and Secure Your Account

Once your account has been activated:

1. Log in using your email address and password.
2. Enter your mobile phone number.
3. You will receive a six-digit verification code via SMS.
4. Enter the code to confirm your identity.

This additional security step helps protect your account and personal information.

Step 4: Complete Your Onboarding

Before your account can be fully activated, you must complete the onboarding process.

1. Open the Terms & Conditions section.
2. Review the platform and partner bank agreements.
3. Confirm all required consents.
4. Click "Submit" to finalize your onboarding.

Important: Your onboarding will only be submitted for review once you click "Submit".

What Happens Next?

After submitting your onboarding, your application will be reviewed and finalized by our partner Pliant.

Please note that this process may take a few business days. Once the review has been completed, your account will be fully activated and ready to use.

Frequently Asked Questions

I cannot log in. What should I do?

Please ensure that your onboarding has been completed successfully and that you clicked "Submit" at the end of the process.

I have not received my invitation email.

Please check your spam or junk folder first. If you still cannot locate the email, please contact our support team.

I forgot my password.

Select the "Forgot Password" option on the login page and follow the instructions to reset your password.

Need Help?

If you have any questions about your Unzer Financial Services account or onboarding process, our support team will be happy to assist you.

We look forward to supporting your business and wish you every success with Unzer Financial Services.