You can add a bank account by following the steps below:
- Go to the Funding Sources page (via the drop-down from the "My Account" tab located in the upper right corner of the dashboard).
- You can then verify your bank login credentials by clicking on "Get Started" below the Automatically link bank field.
Here, you can instantly verify your bank account using your credentials. If your bank isn’t on the list, or if you’d prefer to not use your credentials, please select ‘Manually link bank’ to manually enter your banking information.
*For more information, check out our blog post on sub-accounting: Introducing Sub-Accounts for Institutions