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Connect a bank account to an organization
Connect a bank account to an organization

Learn how to connect a bank account to an organization for benefit funding

Updated over 6 months ago

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 to link a bank account

Note for Partner Administrators

Select the desired organization from the Organizations tab before following the steps below.

  1. Select Settings.

  2. Scroll down to the Bank Account, and select Connect Your Bank.

  3. Select if it's a checking or a savings account.

  4. Enter the bank name.

  5. Enter the bank account and routing numbers.
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