/AmTrav%20(Bounce%20Colour)%20Logo%20Transparent-Light.png?width=588&height=164&name=AmTrav%20(Bounce%20Colour)%20Logo%20Transparent-Light.png "AMTRAV LOGO")
SVB Account Signup
- Abacus/Emburse completes the AmTrav self-enrollment form (here), please a. include SVB in the Company Name field and b. put an Abacus/Emburse email in the contact Email field so the client doesn’t get the incorrect welcome email. (Abacus contact will receive this email from AmTrav confirming signup, you can disregard it.) Please complete the other fields to the best of your ability, put "Unknown" if you don't know.
- Abacus/Emburse completes the lead capture form below to create the company and contact in Hubspot so AmTrav can run our automated onboarding email sequence.
- AmTrav will send the account number back to Abacus to complete account setup for Abacus.
That's it. AmTrav will take the onboarding from there.