How to: manage my bank account(s)

Tags: Payroll, Process, Workers

Navigating to the Bank info screen

1. Select the Account tab on the far right of the bottom navigation bar. Then, select the settings ⚙ button on the top right corner of the “Account” screen.
2. On the “Settings” screen, select the Bank info option.

Updating an existing bank account

1. In the “Bank Info” screen, select the edit 🖊 button on the right side of the bank account you would like to update.
2. In the “Bank Account” screen, go ahead and update all the relevant bank details. Click Save once you’re done.

All set! You have successfully updated your bank account for payroll.

Adding a new bank account

1. In the “Bank Info” screen, select the + Add bank account button on the bottom right side of the “Bank Accounts” section.
2. In the “Bank Account” screen, go ahead and all all the relevant bank details. Click Save once you’re done.

Splitting My pay between bank accounts

1. To Split your pay between bank accounts, you will first have to add the new bank account that you would like to allocate a portion of your pay to.

👉 Follow the “Adding a New Bank Account” instructions in the section above if you don’t already know how to do this on the app.

1. Navigate to the “Bank Accounts” screen where you will see a list of your bank accounts. You’ll see that your primary bank account is marked as “preferred.”

👉 Note: the first bank account that you add to your profile is recognized as your “preferred” bank account. This is the main bank account where the majority of your pay will go to.

2. Next, click the edit 🖊 button that is on the right side of the 2nd bank account
3. Now, you will see a section in the bottom that allows you to select the type of split pay you would like to apply: (1) percentage split (%) and (2) fixed amount ($)

4. In the “Max amount” text field, add the amount you would like to receive for this bank account.

👉 Note: the max amount is the maximum amount for each pay check

5. When you’re done, click the Save button. In the “Bank Accounts” screen, you’ll the max amount allocated in your second bank account.