Linking a bank account to an organization helps ensure benefits are funded. Follow the steps below to link a bank account to an organization.
How partner administrators can link a bank account
Select Organizations.
Select the desired organization from the list.
Select Organization Settings.
Scroll down to the Bank Account, and select either
Manually Enter Details
Connect with Plaid
Provide requested information.
Select Save.
How employer administrators can link a bank account
Select Settings.
Under the tab Organization Profile, scroll down to the Bank Account, and select either:
Manually Enter Details
Connect with Plaid
Provide requested information.
Select Save.
Funding and contributions
Bank accounts linked to organizations are used to fund that organization's benefits. This includes contributions and funding (e.g., required minimum funding) for benefits.
About Plaid
Plaid's digital finance platform allows users to securely and quickly connect to a large network of banks. Bank accounts can be verified and ready to use within seconds of entering data into Health Wallet Manager, and any issues or errors are clearly communicated to the administrator when authentication fails.