Evaluation Period FAQ

The evaluation period allows new customers to start creating subaccounts via API while they complete the mandatory regulatory approval.

It starts automatically with the first subaccount created in Production and has temporary limits on the number of subaccounts, amount issued, and duration.

How does the evaluation period work?

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flowchart TD
    A["Create the first subaccount<br/>in Production"] --> B["Start evaluation<br/>period"]
    B --> C["Operate within<br/>the limits"]
    C --> D{"Reached a limit<br/>or 60 days?"}

    D --> DSim(("Yes"))
    D --> DNao(("No"))

    DSim --> E["Block affected<br/>operations"]
    DNao --> C

    E --> F["Complete approval"]
    F --> G["Remove evaluation<br/>limits"]

    classDef inicio fill:#DBEAFE,stroke:#2563EB,color:#1E3A8A,stroke-width:3px,font-size:17px
    classDef decisao fill:#FEF3C7,stroke:#D97706,color:#78350F,stroke-width:3px,font-size:17px
    classDef validacao fill:#E0F2FE,stroke:#0284C7,color:#0C4A6E,stroke-width:2px,font-size:17px
    classDef sucesso fill:#DCFCE7,stroke:#16A34A,color:#14532D,stroke-width:3px,font-size:17px

    classDef respostaSim fill:#22C55E,stroke:#15803D,color:#FFFFFF,stroke-width:3px,font-size:16px
    classDef respostaNao fill:#EF4444,stroke:#B91C1C,color:#FFFFFF,stroke-width:3px,font-size:16px

    class A inicio
    class B,C,E,F validacao
    class D decisao
    class G sucesso

    class DSim respostaSim
    class DNao respostaNao

    linkStyle default stroke:#94A3B8,stroke-width:2px
    linkStyle 3 stroke:#22C55E,stroke-width:4px
    linkStyle 4 stroke:#EF4444,stroke-width:4px

Approval can be requested during the evaluation period. There is no need to wait until a limit is reached.

📘

Important

Once approval is completed, we end the evaluation period and you will be able to create more subaccounts and transactions freely.

What are the limits?

LimitRule
SubaccountsUp to 10 subaccounts per parent account
ChargesUp to R$ 2,000.00 per subaccount, with one-time charges and subscriptions counting toward the same limit
DurationUp to 60 days from the creation of the first subaccount in Production

What happens when a limit is reached?

When a quantity, amount, or time limit is reached:

  • new subaccounts cannot be created;
  • the subaccount that reaches R$ 2,000.00 cannot issue new charges;
  • new subscriptions cannot be created and existing subscriptions are automatically canceled;
  • payment links of the blocked subaccount are deactivated;
  • charges issued before the block can still be paid.

To resume operating without these restrictions, complete the regulatory approval.

How is the R$ 2,000.00 limit calculated?

The limit is individual per subaccount, not shared among all subaccounts of the parent account.

The calculation considers charges and subscriptions created.

  • Charges deleted before payment restore the limit.
  • Refunded charges do not restore the limit.

What happens to amounts sent to a blocked subaccount?

If the parent account tries to send amounts via Payment Split, Pix, or internal transfer to a subaccount that has reached the financial limit or whose evaluation period has expired, the request will be blocked.

The response will indicate that the subaccount is not able to receive amounts.

Is the balance blocked?

No.

The end of the evaluation period or reaching a limit does not block the available balance or prevent withdrawal of amounts already in the account.

Does the evaluation period exist in Sandbox?

Yes. The evaluation period is also enabled by default in Sandbox, but it can be disabled for development and testing.

This setting can be changed in the Sandbox account itself.

See How to configure your account in Sandbox.

Subaccounts created in Sandbox are not replicated to Production. In Production, regulatory approval remains mandatory.

How do I keep operating after the evaluation period?

Complete the regulatory approval process with Asaas.

The request can be started at any time during the evaluation period, without having to wait for the 60-day deadline or for the limits to be reached.

After approval, the evaluation period limits no longer apply and the operation can continue normally.

Next steps


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