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 your Bank Routing Number which is the 9-digit code that can be found on the bottom of your checks.
Enter your unique Account Number (can also be found on bottom line of checks).
Add a copy of a check or other banking attachments if you'd like. Please note: the End Date is not the date your card expires; only enter an End-Date if your bank account will be closing on that date.
Finally, you can order the sequence in which money is deposited into multiple accounts. If you have multiple accounts, please be sure to select the appropriate Dollar ($) amount or percentage (%) that you would like to go into each account.
* Note: Your final allocation percentage will always be 100%, indicating that you would like "the rest" deposited in that account. For example, if you want to deposit 20% of your pay to your savings account and the rest to checking, the allocation percentage would be 20% for savings and 100% (the rest) to checking. You will not be able to edit this.
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.