How Do I Update My Bank Account Information For Submitting Contributions?
Updating your ACH information can be done by logging into your employer portal and navigating to the "Contributions" dashboard.
- From the "Contributions" dashboard, click on the gear icon
. This will bring you to the "Payroll Setup" page.
- Locate the pay group you would like to modify and select Edit.
- From here, locate the "Available Bank Account" section and choose to select another bank account from the options listed. You can also add a new account by selecting Add Account.
Adding a Bank Account
Selecting Add Account will allow you to link a new bank account manually (select Enter Bank Information) or using your online banking login (select Direct Bank Connection).
Direct Bank Connection
This option allows you to use your online banking login via our service partner, Plaid, to connect directly to a bank account of your choice. To set this option up:
- From the "Edit" screen, select Add Account.
- Then select Direct Bank Information.
- Hit Continue and then Get Started from the Plaid pop-up window.
- Choose your bank account from the list or type in your bank in the search bar if it is not listed.
- Finally, follow through with the prompts to sign in to the account, allowing Plaid to retrieve your financial data.
Enter Bank Information
This option allows you to enter your bank account information manually. Please keep in mind you will need your bank account number and your bank's routing number, so have them readily available.
- From the Edit screen, select Add Account.
- Then select Enter Bank Information.
- Type in your Bank Name, Routing Number, and Account Number twice.
- Hit Save & Continue to complete.
Deleting a Bank Account
- To delete a bank account, navigate to the “My Company” page, then select Bank Accounts. Here, all of your bank accounts and payment methods will be listed.
- Note: You may only delete a bank account that is not being used to fund any pay groups or payments of fees. Bank accounts that may be deleted will have a message that says, “This account is not currently in use and can be safely deleted.”
- To proceed with deleting an account, select the Delete Account button. A pop-up will surface confirming that you are certain you would like to delete the account.
- To complete the process, select the Delete Account button.
Please note that while you may connect a checking or a savings account, it is recommended that you link a checking account to minimize potential ACH issues.