Payoneer’s manager account gives you a centralized dashboard from which you can manage an unlimited number of connected Payoneer accounts that are part of your business group. Once you connect your accounts to the manager account, you can do the following from your manager account dashboard:

• View the aggregated balances of connected accounts
• View details for each connected account, including the day the account was connected, balance per currency, funds set aside per currency, whether a connected account is blocked, and whether a connected account has restricted funds
• Centrally transfer funds (automatically or on demand) from all connected accounts to the manager account
• [Coming soon] Generate reports for connected accounts that show transactions for a chosen time period and balance

No, the manager account feature is offered free of charge.

You can verify whether you already have access to the manager account feature by going to your Payoneer account settings page and looking for Manager account settings. If you don’t see this option, here’s how to get access to the manager account feature:

1. If your business works with a Payoneer CSM – contact your CSM to see whether you are eligible. If you are, we’ll enable the feature.
2. If your business doesn’t work with a Payoneer CSM – contact us to see whether you are eligible. If you are, we’ll enable the feature.

For your security, you can only connect to accounts within your business group. If you need to add another account to your business group, contact Customer Care or your Customer Success Manager.

If the manager account you want to connect to is within your business group but is still not available, contact us for assistance.

When you connect to a manager account, you choose the level or permissions to give the manager account. You can choose from the following levels of permissions:

• Transfer funds and share account information

Allows the administrator of the manager account to transfer funds from any of the currency balances in the connected account either automatically or on demand. In addition, the following types of account information will be shared with the manager account:

• All financial transactions (e.g., payments, withdrawals)
• [Coming soon] Pending tasks in Verification Center
• Notifications
• Account status (if the account is blocked)


• Share account information only

Allows information about the connected account to be shared with the manager account. The following types of account information will be shared with the manager account:

• All financial transactions (e.g., payments, withdrawals)
• Account status (if the account is blocked)

Follow these steps to create a manager account:

1. Sign in to one of the Payoneer accounts in your business group that you’d like to designate as a connected account.
2. On the Payoneer account settings page, click Manager account settings.
3. In the Connection details section, enter the email or customer ID of the account that you’d like to designate as a manager account.
4. Choose the level of permissions you’d like to give this manager account.
5. Click Connect.

Once the first account is connected to the designated manager account, the manager account is officially created. In that manager account, you can access the manager account dashboard by clicking Manage in the main menu, and then Manager account dashboard.

Note: You can have multiple manager accounts within your business group, but a connected account can only be connected to one manager account.

Follow these steps to connect to a manager account:

1. Sign in to one of the Payoneer accounts in your business group that you’d like to be a connected account.
2. On the Payoneer account settings page, click Manager account settings.
3. In the Connection details section, enter the email or customer ID of the manager account.
4. Choose the level of permissions you’d like to give this manager account.
5. Click Connect.

Follow these steps to view connected accounts from the manager account dashboard:

1. Sign in to the manager account.
2. Click Manage in the main menu, and then Manager account dashboard.
3. In the Connected accounts tab, you can view all connected accounts.
• For each listed account, you can see the account’s customer ID, username (email), the total funds held in the account in USD equivalent, and other information.
• Click any account to get more details, such as the balances of each currency held in the account, information about funds set aside, and more. You can also manage funds set aside from here.
• Use the filter to filter by permission type or show only blocked accounts
• Accounts that are blocked or that have funds restricted due to China's State Administration Of Foreign Exchange (SAFE) regulations are marked with the appropriate badge.
• If there is an issue with displaying data for a connected account, a message will appear at the top of the page and a warning icon will appear alongside the relevant connected account.

Yes. In the manager account dashboard, the Balances of connected accounts section shows the total amount of funds in all connected accounts, per currency. It also shows the amount of funds available for transfer from the connected accounts to the manager account.

Note that the amount of funds available for transfer shown in the Balances of connected accounts section takes into consideration funds configured to be set aside in connected accounts, but does not take into consideration restricted funds or pending debt. For details, see Available funds here.

Funds can be transferred from connected accounts to the manager account either automatically or on demand.

Automatic transfer

You can turn automatic transfer on or off (it’s turned on by default). If automatic transfer is turned on, all available* funds in all accounts connected to the manager account will automatically be transferred once daily, at midnight China Standard Time (GMT+8).

On-demand transfer

Simply click Transfer now in the Funds transfer section of the manager account dashboard to transfer all available* funds in all accounts connected to the manager account. The transfer generally takes place within a few minutes, but can take up to an hour.

You can do an on-demand transfer whether automatic transfers is turned on or off.

*Available funds

Available funds for transfers are defined as all funds in an account minus funds set aside, restricted funds, and pending debt:

• Funds set aside – you can configure funds to be set aside during transfers. Funds set aside are excluded from automatic and on-demand transfers to the manager account. When transferring on demand, you can specify to include the funds set aside in the transfer.
• Restricted funds – funds that appear in an account balance but are temporarily not available for use due to restrictions imposed by China's State Administration Of Foreign Exchange (SAFE) regulations.
• Pending debt – funds that an account holder owes to Payoneer but that are not reflected in an account balance.

Yes. If you need to leave funds in a connected account, you can configure funds to be set aside in that account, from the manager account dashboard. Contact the manager account administrator to coordinate setting up the amount of funds to set aside, and from which balances.

You can configure funds to be set aside in multiple balances and for a different amount for each balance.

Follow these steps to change permissions for a connected account:

1. Sign in to the account you’d like to change permissions for.
2. On the Payoneer account settings page, click Manager Account settings.
3. In the Connection details section, click Edit.
4. Select the relevant permissions.
5. Click Save.

Follow these steps to disconnect from a manager account:

1. Sign in to the account you’d like to disconnect.
2. On the Payoneer account settings page, click Connected accounts.
3. In the Manager account settings section, click Disconnect.
4. Confirm that you want to disconnect the account from the manager account.

Follow these steps to view connected account pending tasks from the manager account dashboard:

1. Sign in to the manager account.
2. Click Manage in the main menu, and then Manager account dashboard.
3. In the Pending tasks tab, you can view all connected accounts that have pending tasks (open requirements in Verification Center).
• For each listed account, you can see the account’s customer ID, username (email), the last date the information was updated, and the number of open requirements.
• Click any account to view details on the open requirements. If one or more payments are on hold pending submission of the requirement, you’ll see a Payments on hold badge.
• Use the filter to show only accounts with payments on hold.