XTRM Help Center

Products 4

• PROD001 - XTRM AnySource™
• PROD002 - XTRM AnyPay™
• PROD003 - XTRM Widgets™
• PROD004 - XTRM API - XAPI™

Onboarding 3

• ONBOARD001 - Onboarding your company overview
• ONBOARD002 - Registration flow for new companies
• ONBOARD003 - Branded Individual or Company Registration

Fund Options 3

• FUND001 - How to fund your company wallets
• FUND002 - Fund wallets with a Bank Transfer - with or without invoice.
• FUND003 - Fund wallets using ACH Debits

Send Options 3

• SEND001 - Sending Payments Overview for Companies
• SEND002 - Global Payments Methods and Options
• SEND003 - B2B Employer Payments

Transfer Options 7

• TRANSFER001- Company Wallet Transfer Options Overview
• TRANSFER002 - Companies Transfer to Bank Account
• TRANSFER003 - Companies Transfer to Prepaid Virtual Visa or Mastercard
• TRANSFER004 - Companies Transfer to Digital Gift Cards
• TRANSFER005 - Companies Transfer to Check

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Additional Features 5

• ADDL001 - Company Payments Dashboard
• ADDL002 - Companies Advanced Reporting
• ADDL003 - Companies Beneficiary Management
• ADDL004 - Companies Claims Processing
• ADDL005 - Alert Emails

Fees 1

• FEES001 - Company Fees

Security 4

• SECURITY01 - Companies Security Overview
• SECURITY02 - Companies - Information Security Policy
• SECURITY03 - IP and Device Access Security
• SECURITY04 - Companies - Admin Roles and Access Levels

Beneficiary Companies 6

• BENE001 - XTRM for Beneficiary Companies
• BENE002 - Beneficiary Companies - which account type do I need?
• BENE003 - Beneficiary Companies - Getting admin access to your company account
• BENE004 - Beneficiary Companies - Understanding 'Employer' payments
• BENE005 - Beneficiary Companies - Distributing Received Funds To Individuals

See all 6 articles

'How to' guides 23

• COMPANY001 - 4 quick steps to start making and receiving payments
• COMPANY002 - Understanding the mass payment process
• COMPANY003 - How to link your bank account(s)
• COMPANY004 - Understanding Beneficiary, Connected and Manager accounts.
• COMPANY005 - How to submit mass payments data

See all 23 articles

Incentives 1

• Spif - Personal Incentive Payments

Athlete Payments 2

• Companies - Contingency
• Promoters - What do I have to do once my events are approved for contingency.

XTRM Overview 1

• Overview

XTRM Personal Account Overview 1

• Personal Accounts - XTRM Digital Wallet Overview

Onboarding 1

• USERONBOARD01 - New account flow when receiving first payment. (No existing account)

Help with using XTRM 25

• USER001 - Which account type do I need?
• USER002 - Problems logging into XTRM
• USER003 - Transaction Tracking
• USER004 - Personal Accounts Changing you login information - email or password
• USER005 - Personal Accounts - Adding personal information (SSN, Tax ID, DOB, Photo etc) to your profile.

See all 25 articles

API 4

• API001 - Overview of the steps for API / Sandbox setup for testing.
• API002 - XTRM Payments API (XAPI) Integration overview and benefits.
• API003 - Getting started in the XTRM Sandbox
• API004 - Understanding the Pseudo Key Model

Widgets 4

• WIDG001 - Widgets Overview
• WIDG002 - W101 - Link bank and activate company account
• WIDG003 - Link bank and activate individual account
• WIDG004 - W104 - Fund user wallet and send to aggregator.

Single Sign-On (SSO) 1

• SS001 - XTRM Single Sign-On (SSO)

Third Party Integration 2

• INT001 - Salesforce Integration via the SFDC Payment App
• INT002 - Vartopia Integration

Compliance 12

• COMPLIANCE001 - Understanding Identity Levels and Limits for Companies
• COMPLIANCE002 - Understanding Identity Levels and Account Limits for Personal Accounts
• COMPLIANCE003 - XTRM AML Compliance Policy 2020
• COMPLIANCE004 - Understanding Advanced Services
• COMPLIANCE005 - XTRM Financial Assurance

See all 12 articles

Security 4

• SEC001 - XTRM Inc. Information Security Reporting Policy
• SEC002 - Card Security Code Overview (CVV Code )
• SEC003 - XTRM Sub-processors
• SEC004 - IP Security and One Time Passwords

Bank Information 7

• BANK001 - Why Was My Bank Transfer Returned.
• BANK002 - Selecting the Correct Bank Code
• BANK003 - Bank Transfer Timing.
• BANK004 Bank Formatting Guide
• BANK005 - Pending Bank Linking

See all 7 articles

Terms and Conditions 1

• XTRM Terms and Conditions 2020

All About XTRM 3

• Company Profile and History
• XTRM Inc. Privacy Policy and Data Protection Schedule
• XTRM Supported Currencies for Wallet Funding

Announcements 1

• XTRM launches v4.1 of payments API

Partner Program Overview 1

• XTRM Partner Program (XPP) Overview

Partner Program FAQ and Revenue Share 1

• XTRM Partner Program FAQ's

List of XTRM Partners 0

Tax Overview 2

• TAX01 - Tax Information for the USA
• TAX02 - XTRM Global Tax Management Overview

Company Alert Emails 21

• COMP003 - Fund company wallet via ACH debit
• COMP004 - New company account email validation
• COMP015 - Company to company payment alert email - sent to beneficiary
• COMP016 - Mass payment submission status change
• COMP017 - Wallet balance threshold reached

See all 21 articles

Individual Alert Emails 4

• USER043 - User account email validation
• USER059 - Personal payment alert email
• USER060 - Email alert for users with no XTRM account
• USER100 - Prepaid VISA transfer redemption Email