> ## Documentation Index
> Fetch the complete documentation index at: https://docs.yorlet.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Financial accounts

> Open financial accounts to hold client funds and move money on Yorlet.

Financial accounts let you hold client funds on Yorlet and move money in and out. You can view your financial accounts alongside your payments balance on the [Balances page](https://dashboard.yorlet.com/balance).

<Note>
  Financial accounts are part of the Balance plan. If you do not have the plan yet, you can add it from your [plans settings](https://dashboard.yorlet.com/settings/plans/balance).
</Note>

## Open a financial account

To open a financial account, follow these steps:

1. Navigate to the [Balances page](https://dashboard.yorlet.com/balance).
2. Click the add (+) button next to your accounts.
3. Enter a **Name** for the account.
4. Confirm to open the account.

## Add funds

To add funds to a financial account, follow these steps:

1. On the [Balances page](https://dashboard.yorlet.com/balance), open the account you want to add funds to.
2. Open the **Actions** menu and select **Add funds**.
3. Use the bank details shown to transfer money into the account.

## Move funds out

To pay funds out of a financial account to your own bank account, follow these steps:

1. On the [Balances page](https://dashboard.yorlet.com/balance), open the account you want to move funds from.
2. Open the **Actions** menu and select **Pay out**.
3. Enter the amount and confirm the payout.

## Edit an account

Open the **Actions** menu on a financial account and select **Edit** to update its details.