We will review the following prerequisites to go live:

  1. Have you signed the Software License Agreement?

  2. On the Test Project, we evaluate that you have successfully done the basic training steps and tested the key flows.

  3. Have you provided all your branding material and app store invitations correctly?

  4. On your Production Project we will review the following:

    1. Do you have a valid website URL?

    2. Do you have reasonable terms of services and a privacy policy? This can be on your website or any other link.

    3. Do you have a valid support email?

    4. Do you have a name and logo?

    5. Do you have an active password reset/set URL on your domain?

    6. Do you have an active Plaid and Wyre production account, if applicable?

    7. Are you using the standard configurations or did you make customizations?

  5. If you deviated from the standard configuration, we try to highlight what implications this will have on the apps.

  6. We highlight the importance of two-factor authentication for admins.

If you do not meet the requirements, we’ll ask you to look into the specific issues and resubmit a review request. The production review process takes 1 to 2 days for Premium or Enterprise clients. Starter and Standard clients are handled on ticket-based support and can take up to 5 to 10 business days.

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