Supplier management

Add or change suppliers in Kloo

Adding and amending suppliers in Kloo couldn't be easier. Follow the steps below for full control over your suppliers in the platform.


The below process can only be accessed by OAs, and chosen FAs

  1. Login to Kloo
  2. Navigate to 'Settings'
  3. Then 'Supplier management'
  4. Add or change suppliers

All suppliers can be given account details to enable them to be paid directly from Kloo (either via Kloo funds or Open Banking).

💻 Follow a demo here.