For debit accounts only, you can prevent or limit the movement of funds from out of the account. The available actions are:

• Hold funds
• Release funds
• Transfer held funds

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. For more information about hold funds on the Pismo platform, refer to the Hold funds guide.

To hold funds:

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

Release held funds

Use Release held funds (also called unblock amount) to release some or all of the held funds balance, making it available to the account holder again.

To release held funds:

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

Transfer held funds

Transfer held funds transfers 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.

To transfer held funds:

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