How to add or change a bank account

Whether you're an admin connecting your company's account to fund reimbursements, or an employee adding your own personal account to receive them, the steps in the Benefits Portal are the same. Please follow the instructions below.

Adding a bank account

1. Select the “Bank Setup” in the left navigation.
2. Then click the “Connect Bank” button.
3. Follow the instructions to connect your bank.

If your bank isn't listed in the integration screen when connecting your bank account, click here to find out how to manually link your account.

Changing your bank account

Admins and employees can change the bank account linked in their Benefits Portal with just a few steps.

1. Select the “Bank Setup” in the left navigation.
2. Then click the “Connect Bank” button.
3. Choose delete account
4. Connect your new bank account

You will receive an email to confirm that your new bank account was added.