The Personal Settings screen allows you to view and edit your SVB T&E account information, password, bank account, email addresses, and email notifications.
- Note that personal account information may only be updated by the profile owner. Administrators are not able to edit personal account information on behalf of members.
In the top right corner of SVB T&E, click your name and select Personal Settings.
Account Information
On the Account Information tab you will see your name, contact information, and birthday. Make the desired changes and click Save to make them visible in SVB T&E under your employee profile.
Bank Account
The Bank Account tab allows you to connect your personal bank account to SVB T&E for reimbursement. See Connecting Your Personal Bank Account to SVB T&E for complete details.
This is also where you may access the list of your reimbursements, via the Reimbursement History button.
Security
The Security tab allows you to change your password and enable or disable two-factor authentication for login.
Email Accounts
The Email Accounts tab allows you to add and edit the primary email address associated with your SVB T&E account and add an alternate email address from which you may forward receipts.
See Changing Your Primary Email or Alternate Address for complete details.
Notification Settings
The Notification Settings tab allows you to select which email, push, and Slack notifications you would like to receive. See Manage Email Notification Settings for complete details.