Step 1: Log into SVB Go and provide T&E profile information
Option 1
Click on the Provide Information button on the SVB T&E widget on your SVB Go Dashboard.
In the pop up, fill in your date of birth and address, then click Finish.
You should receive a success confirmation message.
Option 2
On the right side of your Card Overview Page, under "Quick Actions, click Provide Information for T&E.
In the pop up, fill in your date of birth and address, then click Finish.
You should receive a success confirmation message.
Step 2: See SVB T&E Link in SVB Go
Starting September 19, you will be able to see the Go to SVB T&E link in a few places on SVB Go:
- The Dashboard under the SVB T&E Travel & Expense Management widget.
-
On the Card Programs page under "Quick Actions".
Use this link to log into SVB T&E.
Step 3: Create Your SVB T&E Credentials
You will need credentials for accessing the SVB T&E mobile app. Please follow the instructions in FAQ: How do I Create SVB T&E Credentials.