When you are invited to join an OFX business account, you will receive an email invitation. Accepting this invite is a straightforward process that ensures you can access your account and start using OFX services.

Next steps:

To accept your invite, follow these steps:

1. Open your email inbox:
   Look for an email from OFX with the subject line similar to "You’ve been invited to join [Company Name] on OFX" or an invitation to join a business account.

2. Click on Accept invitation:
   In the email, select the Accept invitation button or link.

3. Create and set a password:
   You will be directed to a secure page where you can create and set your password for your OFX account.

4. Click Confirm:
   After setting your password, click Confirm to proceed.

5. Accept the business account invitation:
   You may be prompted to click Accept again to confirm joining the business account.

6. Review and confirm your user information:
   Check your details and confirm that your information is correct.

7. Set up account security:
   You will be prompted to set up two-factor authentication (2FA) using SMS or an authentication app. Follow the on-screen instructions to complete this step.

8. Confirmation:
   Once completed, you can now login and continue to use the to the OFX platform. If you have any outstanding verification in progress, a notification will appear on your account dashboard.

Important:

• The invite is time-sensitive. If your invitation has expired, contact the account admin or owner to resend the invite.

• If you experience issues (such as being prompted to create a new account instead of accepting the invite), ensure you are using the latest invite link and within the allowed time window.

Why is this important:

Accepting your invite is essential to access your OFX business account, manage your profile, and start using OFX services. Completing this process ensures your account is secure and that you have the correct permissions to perform actions within the platform. It also helps your business maintain accurate records and compliance with OFX onboarding requirements.

Related FAQ Articles:

• I've been invited to join a Business account. What's next?