If you're a newly onboarded employee without an SVB GO or SVB T&E profile or are looking to start using SVB T&E, follow these steps to complete your enrollment. The process involves setting up your SVB Go and SVB T&E profiles.
I have a SVB T&E profile, but not a SVB Go Profile:
Step 1: Look Out for the SVB Go Invitation
Before August 22, your administrator will send you an invitation to SVB Go. This will come to your work email. Check your inbox for a welcome email from SVB Go.
Step 2: Set Up Your SVB Go User Profile
Open the SVB Go welcome email and follow the instructions to complete your user profile:
- Set your credentials (username and password)
- Complete any profile information required
- Follow the guided setup process to finish onboarding in SVB Go
Step 3: See SVB T&E Link in SVB Go
Starting August 22, you will be able to see a link to Go to SVB T&E on the right side of your SVB Go dashboard under "Quick Actions". Use this link to log into SVB T&E.
I am a new employee with no SVB Go or SVB T&E profile:
Step 1: Look Out for the SVB Go Invitation
Your administrator will first send you an invitation to SVB Go. This will come to your work email. Check your inbox for a welcome email from SVB Go.
Step 2: Set Up Your SVB Go User Profile
Open the SVB Go welcome email and follow the instructions to complete your user profile:
- Set your credentials (username and password)
- Complete any profile information required
- Follow the guided setup process to finish onboarding in SVB Go
Step 3: Wait for the SVB T&E Welcome Email
Once your SVB Go profile is created, you’ll receive another welcome email, this time from SVB T&E.
Step 4: Create Your SVB T&E Credentials
Use the link in the SVB T&E welcome email to create your SVB T&E login credentials.
*Please Note: These credentials are specifically used for accessing the SVB T&E mobile app.
Step 5: See SVB T&E Link in SVB Go
Starting August 22, you will be able to see a link to Go to SVB T&E on the right side of your SVB Go dashboard under "Quick Actions". Use this link to log into SVB T&E.
I only have a SVB Go profile:
Step 1: Look Out for the SVB T&E Welcome Email
Your administrator will send you an invitation to join SVB T&E. This will come to your work email. Check your inbox for a welcome email from SVB T&E.
Step 2: Create Your SVB T&E Credentials
Use the link in the SVB T&E welcome email to create your SVB T&E login credentials.
*Please Note: These credentials are specifically used for accessing the SVB T&E mobile app.
Step 3: See SVB T&E Link in SVB Go
Starting August 22, you will be able to see a link to Go to SVB T&E on the right side of your SVB Go dashboard under "Quick Actions". Use this link to log into SVB T&E.
I have both a SVB T&E profile and a SVB Go profile:
Step 1: See SVB T&E Link in SVB Go
Starting August 22, you will be able to see a link to Go to SVB T&E on the right side of your SVB Go dashboard under "Quick Actions". Use this link to log into SVB T&E.
If you have any issues, reach out to your Card administrator or Cardservices@svb.com for assistance.