Managing Payment Accounts

To manage TPA payment accounts:

  1. Navigate to the TPA Project Settings Page
  2. From the Early Payment Project Settings page, select the Manage Payment Accounts button.

    Note: You will be required to use your verification phone number for Two-Factor Authentication (2FA) to make bank account changes.

  3. To add new payment account:
    1. Select the Add Account. button.
    2. Enter the required fields: Account Name, Bank Name, Routing Number, Account Number, and bank Country.
    3. Select Save.
  4. To edit an existing account:
    1. Select the Edit icon next to the account name you want to modify.
    2. Make your changes and select Save.

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