Setting up Direct Deposit accounts is easy, just let the Wizard guide you through the quick 5 step process.
To add a new bank account:
Click the Add button to start the wizard.
Choose the Account Type (Checking or Saving) and assign the account a Nickname if you'd like.
Enter the Bank Routing Number which is the 9-digit code that can be found on the bottom of your checks.
Enter the unique Account Number (can also be found on bottom line of checks).
Add a copy of a check or other banking attachments if desired. Please note: will stop deposits to the account on that date.
Finally, you can order the sequence in which money is deposited into multiple accounts. If there are multiple accounts, please be sure to select the appropriate Dollar ($) amount or percentage (%) that should go into each account.
* Note: The final allocation percentage will always be 100%, indicating that "the rest" will deposited in that account. For example, if $150 of pay is deposited to a savings account and the rest to checking, the allocation should be $150 for savings and 100% (the rest) to checking. You will not be able to edit the final percentage.
To edit a bank account:
Click on the pencil icon in the Actions column next to the account you'd like to edit.
Follow the steps on screen-- you can make changes wherever you need!
To delete a bank account:
Click the trash can icon in the Actions column next to the account you'd like to delete.
To view details of a bank account:
Click the view icon in the Actions column next to the account you'd like to view. You can also see an audit trail containing a list of changes, when they were made, and by which user by clicking on the "Audit" button in the bottom left corner of the page.