If you need to update your company’s payroll bank account, contact the Payroll Approver. If you are the Approver, you can go to the Company menu and click on Bank Account.
From the Bank Account page, click on the Update Bank Account button. Next, select one of two options: 1) Link your bank account via PLAID, or 2) Manually key your account and routing numbers.
1. Link your account:
a. Click on the Link My Account button
b. Click Continue from the Plaid pop-up window
c. Select or type your financial bank or institution from the search bar
d. Follow the prompts, and select the account from your list of available accounts
e. You will receive a Success banner when your payroll funding account has been updated
NOTE: For more information on linking with PLAID, review our FAQs article.
2. If you choose not to link your account, you will need to manually key your account and routing number:
a. To update your bank information, select I’ll type my info manually
b. Manually key the routing number, and then account number
c. Click on the Save Bank Account button
i. You will receive a Success banner when your payroll funding account has been updated
ii. If the change was unsuccessful, a Couldn’t verify your bank account message will display if the account information provided cannot be validated electronically. Follow the prompts to provide the appropriate bank documentation.
NOTE: Manual validation may take between 3-5 business days.
If after attempting both options you are unable to update your company's bank account, please chat with us or call customer support.