Activating Credit Allocations

Overview

Please contact Wise Option support to activate credit allocations.

Package(s) Required:

The packages below are required in addition to the Foundation package. If you have questions about this please contact your account manager.

  • IMPACT

Estimated Time to Complete – 5 to 15 minutes

Instructions

  • If you have not already, please review the Credit Allocation Overview before proceeding.

  • We recommend activating Credit Allocations during a non-busy time, as this action may cause a temporary decrease in system performance and may take up to 15 minutes.

Click the tabs below based on the version of the Wise Option software you need instructions on.


Resources

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