Adding, updating, or removing banking information can be done by logging into your employer portal, and navigating to the “Company” page, then clicking Bank Accounts.
Add a New Bank Account
Follow these directions to add a new bank account to your employer portal.
- From the “Bank Accounts” page, select the Add Bank Account button.
- You will be prompted to choose between a “Direct Bank Connection” and “Enter Bank Information.”
- Direct Bank Connection: This option allows you to use Plaid to select your bank and log in with your username and password in order to authenticate the connection. There are a few banks that you can choose from or you can use the search bar to find your bank if it's not listed.
- Enter Bank Information: This option allows you to enter your bank information manually by filling in the following fields. Select the Submit button once all fields have been filled in.
- Bank Name - Type the full name of your bank.
- Routing Number - The first set of numbers on the lower-left corner of a check is the routing number. Keep in mind the routing numbers are 9-digit codes and the character symbol surrounding the numbers is not part of the routing number on a check. Contact your bank for further assistance.
- Account Number - Your company's unique account number with the bank.
- Re-Enter Account Number - Re-enter your Account Number a second time to be sure the number matches. Refrain from copying and pasting this value from the “Account Number” field to avoid typos.
Update Current Bank Account Information
Your current bank accounts will display once you are in the “Bank Account” page. Select the Update button next to the account you wish to update.
Note: You cannot update an account that was added through Plaid. To make changes, please delete the linked account and re-add it.
From here, you can modify the following:
- Bank Name
- Routing Number
- Account Number
Select Confirm once you have populated the updated information.
Deleting Bank Accounts
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 delete, select the Delete account button.