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updatedAt: 2026-05-06T13:28:37.000Z
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Fetch the complete documentation index at: https://developers.pismo.io/pismo-docs/llms.txt. Use this file to discover all available pages before exploring further. Append .md to any documentation page URL to get its markdown version.

# Account actions

When you are on the **Accounts overview** page for a specific account, you can use the **Actions** menu to perform various account management functions.

<Image align="center" width="300px" src="https://files.readme.io/1ac7cde200f0c48013f936c39a7fedb9dd865415a06e7e9ea048f65f5e629c38-MenuIconsCC.png" />

Use the following options from the **Actions** menu to manage the selected account:

* [Change account status](https://developers.pismo.io/pismo-docs/docs/account-actions#change-account-status)
* [Make single adjustment](https://developers.pismo.io/pismo-docs/docs/account-actions#make-a-single-adjustment)
* [Hold funds](https://developers.pismo.io/pismo-docs/docs/account-actions#hold-funds) (debit accounts only)
* [Release held funds](https://developers.pismo.io/pismo-docs/docs/account-actions#release-held-funds) (debit accounts only)
* [Transfer held funds](https://developers.pismo.io/pismo-docs/docs/account-actions#transfer-held-funds) (debit accounts only)

> 📘
>
> Control Center does not support creating accounts. You must create an account using the Accounts API  [Create account application](https://developers.pismo.io/pismo-docs/reference/post-acquisitions-v3-s2s-applications)  endpoint. For more information on account creation, refer to the [Accounts](https://developers.pismo.io/pismo-docs/docs/accounts-overview) guide.

The **Actions** menu also has options for managing the account session. This includes adding notes and ending the session. For information about session actions, refer to [Accounts overview](https://developers.pismo.io/pismo-docs/docs/accounts-overview-cc).

> 📘 Dual approval
>
> If your company is using the dual approval feature for any of the account actions defined in this guide, changes require approval. With dual approval, you initiate the change and submit a request for approval. A second person must review and approve it. The change doesn't take effect until the request is approved.
>
> For more information about dual approval, refer to [Dual approval](https://developers.pismo.io/pismo-docs/docs/dual-approval).

# Change account status

To edit an account status:

1. On the **Accounts overview** page, select **Actions** > **Change account status**.
2. Choose one of the available account status options.
3. (Optional) Choose one of the available reasons for the change.
4. (Optional) Add any additional comments regarding the change.
5. Select **Done** and then select **Yes** to confirm.

> 📘 Reactivating canceled accounts
>
> You can reactivate a canceled account by changing its status back to **Active**.

For information about account statuses and status change reasons on the Pismo platform outside of Control Center, refer to [Accounts](https://developers.pismo.io/pismo-docs/docs/accounts-overview).

# Make a single adjustment

A single adjustment is when you need to adjust an amount because something occurred outside of ordinary operational scenarios. For example, when transaction data is imported into the Pismo platform, you might need to correct for minor inconsistencies in values due to different rounding methods.

To make a single adjustment:

1. On the **Accounts overview** page, select **Actions** > **Make single adjustment**.
2. Modify the values in any of the following fields, as necessary:
   * **Tracking ID**
   * **Value** (adjustment amount)
   * **Processing code**
   * **Description** (required)
3. Select **Submit** and then select **Yes** to confirm.

For information about adjustments on the Pismo platform outside of Control Center, refer to [Forced operation vs. adjustment](https://developers.pismo.io/pismo-docs/docs/force-operation#forced-operation-vs-adjustment).

# Hold funds

For debit accounts only, you can prevent or limit the movement of funds from out of the account. On the Pismo platform, hold funds (also called block amount) transfers a specified amount of money out of the available account balance and holds it in reserve, so that the account holder no longer has access to it. You can hold part or all of the available account balance.

To hold funds:

1. On the **Accounts overview** page, select **Actions** > **Hold funds**.
2. Modify the values in any of the following fields, as necessary:
   * **Tracking ID**
   * **Amount**
   * **Processing code**
   * **Description** (required)
3. Select **Hold funds** and then select **Yes** to confirm.

For information about hold funds on the Pismo platform outside of Control Center, refer to the [Hold funds](https://developers.pismo.io/pismo-docs/docs/hold-funds) guide.

# Release held funds

Use the **Release held funds** options (also called unblock amount) to release some or all of the held funds balance, making it available to the account holder again. This action is available for debit accounts only.

To release held funds:

1. On the **Accounts overview** page, select **Actions** > **Release held funds**.
2. Modify the values in any of the following fields, as necessary:
   * **Tracking ID**
   * **Amount**
   * **Processing code**
   * **Description** (required)
3. Select **Release held funds** then select **Yes** to confirm.

# Transfer held funds

Use the **Transfer held funds** option to transfer some or all of the balance from held funds out of the Pismo platform to an external third-party account. You can only transfer an amount that has been blocked. This action is available for debit accounts only.

To transfer held funds:

1. On the **Accounts overview** page, select **Actions** > **Transfer held funds**.
2. Modify the values in any of the following fields, as necessary:
   * **Tracking ID**
   * **Amount**
   * **Processing code**
   * **Description** (required)
3. Select **Transfer held funds** then select **Yes** to confirm.