How do I test in the sandbox my master account’s balance type funding source? I see the doc here https://developers.dwolla.com/concepts/balance-funding-source#viewing-and-displaying-the-balance but how to I obtain a balance-type funding source for both sandbox and when moving to production?
It seems like it is automatically created for a verified customer account and a master account (customer of Dwolla) which has completed the KYC survey.
Hi @PieOhPah – you’re correct about the Balance funding-source being made available as soon as a Customer or an a Master Account is KYC verified. However, in Sandbox, the Balance funding-source is automatically added to your Master Account. So you should be set as soon as you sign up for a Sandbox account!
Hope that helps! Let me know if you come across any further questions!
Can you point me to the doc on this? There’s a doc for creating source with a bank account, but I can’t figure out the balance source.
Also, since I’ll be launching in the future, how do I get verified KYC?
Do you have a Sandbox account? If so, you should be able to a Balance funding-source already attached to your account. It can be viewed in the Dashboard, or via the API when you retrieve a list of all funding-sources in your Master account - https://docs.dwolla.com/#list-funding-sources-for-an-account
For getting KYC verified, you’ll be able to submit all required information when you sign up for Dwolla.