Add a New Bank Account

You must be an owner of the account holder and account to change the bank account or add a new bank account associated to the account holder.

1. If you need to change the bank account or add a new bank account, navigate to the account holder record that contains the account with the bank account that needs to be updated.
2. Click Verification Status.
3. Click Update Verification.
4. In the Bank Details section, click Add a new bank account, enter the details, and then click Complete.

5. After the account is verified, click Accounts, click the applicable account, click Actions, and then click Edit Account.

   Note:

   Verification can take some time, so check later back if you do not see it.

6. Complete one of the following:
   • If you are updating your existing bank account, click the applicable account, click Actions, and then click Edit Account. Make your updates to the bank account and then click Save.
   • If you are adding a new bank account, click Add Account, select the associated account holder, enter the Account Name, select your newly created bank account, and then click Add.

Parent topic: Edit an Account