*Please note: this migration only applies to SVB T&E customers who signed up before January 1, 2026.
SVB T&E is upgrading to a new payment processor, CSG Forte. Beginning March 31, 2026, CSG Forte will power all ACH reimbursements in SVB T&E.
To avoid any disruption to employee reimbursements, your company must complete verification with CSG Forte by March 31, 2026.
What's Changing?
Reimbursements will be processed by CSG Forte
Processing time will be reduced to 4–6 business days from approval
The submission and approval workflow will not change
Important Deadline: March 31, 2026
You must complete your company verification by March 31, 2026.
If verification is not completed by this date, employee reimbursements will be paused until verification is complete.
What Admins Need to Do: Submit the Company Verification Form
- Go to company settings by clicking the gear icon in the top-right corner and navigate to Reimbursements.
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Toggle on “Enable SVB T&E to process reimbursements” then click Save.
- Click Start Application.
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Complete all the necessary fields on the Forte application pop-up. Certain fields may be auto-populated with information entered on the Company Information page when you first set up your SVB T&E account.
- Once finished, select Submit Application.
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Once the Forte verification is submitted, you will see the following confirmation.
- CSG Forte will review your application, and you will be notified within 3-7 business days about the application result via the email provided in the application. CSG Forte may reach out with questions about your application.
Once approved, no further action is required. Your account will automatically transition to CSG Forte on March 31, 2026.
*Please note: ACH reimbursements require a linked bank account. You may either link a bank account via Plaid before you begin the application or manually enter your bank account during the verification process.
What to Expect After Migration
- Starting April 1, 2026, reimbursing employees must reconnect their personal bank accounts to continue receiving reimbursement.
- Reimbursements will be paused until a bank account is reconnected
- Employees will receive direct communication, but we recommend notifying employees in advance to avoid delays.
*Please note: All employees must reconnect their personal bank account after your company is switched to CSG Forte.
For more information please see CSG Forte FAQs.