---
title: Self-Service | Help Site
description: Self-Service
---

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1. [Help Site](https://help.panaceafinancial.com/)
2. [Self-Service](https://help.panaceafinancial.com/self-service)

# Self-Service

- [What kind of access do sub-users have?](https://help.panaceafinancial.com/what-kind-of-access-sub-users-have)
- [How do I update my phone number / email / physical address?](https://help.panaceafinancial.com/how-do-i-update-my-email-or-phone-number)
- [What is Card Management](https://help.panaceafinancial.com/what-is-card-management-)
- [What are the business types and required documentation for opening an account or applying for a loan?](https://help.panaceafinancial.com/what-are-the-business-types-and-required-documentation-for-opening-an-account-or-applying-for-a-loan)
- [How can I obtain my loan documents if I misplace them?](https://help.panaceafinancial.com/how-can-i-obtain-my-loan-documents-if-i-misplace-them-)
- [Panacea Concierge Desk Telephone Menu Selection Guide](https://help.panaceafinancial.com/panacea-concierge-desk-telephone-menu-selection-guide)
- [How can I wire money from my account?](https://help.panaceafinancial.com/how-can-i-wire-money-from-my-account)
- [How do I sign up for a business account as a sub-user after receiving a business invite?](https://help.panaceafinancial.com/how-do-i-sign-up-for-a-business-account-as-a-sub-user-after-receiving-a-business-invite)
- [How do I update my phone number / email / physical address?](https://help.panaceafinancial.com/how-do-i-update-my-email-or-phone-number-during-this-time)
- [How do I apply for a loan?](https://help.panaceafinancial.com/how-do-i-apply-for-a-loan)
- [How do I set up a bill payment?](https://help.panaceafinancial.com/how-do-i-set-up-bill-pay)
- [How do I set up a recurring bill payment?](https://help.panaceafinancial.com/how-do-i-set-up-a-recurring-bill-payment)
- [How do I cancel / edit a recurring bill payment?](https://help.panaceafinancial.com/how-do-i-cancel-/-edit-a-recurrinng-bill-payment)
- [How do I add a new payee?](https://help.panaceafinancial.com/how-do-i-add-a-new-payee)
- [How do I add my Panacea Financial card to my digital wallet?](https://help.panaceafinancial.com/how-do-i-add-my-panacea-debit-card-to-my)
- [How do I remove my Panacea Financial card from my digital wallet?](https://help.panaceafinancial.com/how-do-i-remove-my-panacea-card-from-my-digital-wallet)
- [How can I order personal checks?](https://help.panaceafinancial.com/how-can-i-order-personal-checks)
- [How do I sign up for electronic statements?](https://help.panaceafinancial.com/how-can-i-sign-up-for-electronic-statments)
- [What is text banking?](https://help.panaceafinancial.com/what-is-text-banking)
- [How do I sign up for text banking?](https://help.panaceafinancial.com/how-do-i-sign-up-for-text-banking)
- [How do I unenroll from Text Banking?](https://help.panaceafinancial.com/how-do-i-unenroll-from-text-banking)
- [How can I see your privacy policy?](https://help.panaceafinancial.com/how-can-i-see-the-electronic-disclosures)
- [How can I add a new contact to be able to send them money?](https://help.panaceafinancial.com/how-can-i-add-a-new-contact-to-be-able-to-send-them-money)
- [How can I edit / delete a contact?](https://help.panaceafinancial.com/how-can-i-edit-/-delete-a-contact)
- [What is Quickbooks? How does it work?](https://help.panaceafinancial.com/what-is-quickbooks-how-does-it-work)
- [How do I connect my business account to Quickbooks?](https://help.panaceafinancial.com/how-do-i-connect-my-business-account-to-quickbooks)
- [What is a sub-user?](https://help.panaceafinancial.com/what-is-a-sub-user)
- [How can I add a sub-user to my business online banking?](https://help.panaceafinancial.com/how-can-i-add-a-sub-user-to-my-business-online-banking)
- [How can I edit a sub-user in my business online banking?](https://help.panaceafinancial.com/how-can-i-edit-a-sub-user-in-my-business-online-banking)
- [How can I deactivate an user from my business online banking?](https://help.panaceafinancial.com/how-can-i-deactivate-an-user-from-my-business-online-banking)
- [How can I access my tax documents?](https://help.panaceafinancial.com/how-can-i-access-my-tax-documents)
- [How do I edit an ACH template](https://help.panaceafinancial.com/how-do-i-edit-an-ach-template)
- [How do I set up Direct Deposit via a form?](https://help.panaceafinancial.com/how-do-i-set-up-direct-deposit-via-a-form)
- [How can I pay my loan via debit card / ACH?](https://help.panaceafinancial.com/how-can-i-pay-my-loan-via-debit-card)
- [Paying my Loan via Debit Card / ACH FAQs](https://help.panaceafinancial.com/paying-my-loan-via-debit-card-/-ach-faqs)
- [How do I set up Direct Deposit in Online Banking?](https://help.panaceafinancial.com/how-do-i-set-up-direct-deposit-in-online-banking)
- [How can I cancel an invite to my account?](https://help.panaceafinancial.com/how-can-i-cancel-an-invite-to-my-account)
- [How to complete a Personal Financial Statement (PFS) form?](https://help.panaceafinancial.com/how-to-complete-a-personal-financial-statement-pfs-form)
- [How can I send a secure message through online banking?](https://help.panaceafinancial.com/how-can-i-send-a-secure-message-through-online-banking)
- [How do I update my mobile app to the latest version?](https://help.panaceafinancial.com/how-do-i-update-my-mobile-app-to-the-latest-version)
- [Why am I unable to receive prequalification rates during online account opening?](https://help.panaceafinancial.com/why-am-i-unable-to-receive-prequalification-rates-during-online-account-opening-)

See less ▼

- [Getting Started](https://help.panaceafinancial.com/getting-started)
- [Account Security](https://help.panaceafinancial.com/account-security)
- [Accounts and Transactions](https://help.panaceafinancial.com/accounts-and-transactions)
- [Transfers and Payments](https://help.panaceafinancial.com/transfers-and-payments)
- [Customer Support](https://help.panaceafinancial.com/customer-support)
- [Self-Service](https://help.panaceafinancial.com/self-service)

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