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.
Employee and don't see the menu? When you sign in, StretchDollar walks you through enrollment one step at a time: your details, choosing a plan, proof of coverage, and connecting the bank account where your reimbursements go. Once you've finished enrollment or waived your allowance, you'll see your dashboard and the full menu, including Reimbursements and Documents. If you land back in enrollment when you sign in, a step is still open, so pick up where you left off. When it's time to renew, you'll see "It's time to pick your 2027 plan." Click Start my renewal to begin.
Adding a bank account
- Select the “Bank Setup” in the left navigation.
- Then click the “Connect Bank” button.
- 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.
- Select the “Bank Setup” in the left navigation.
- Click Disconnect next to your connected account, then click Disconnect again to confirm.
- Click the “Connect Bank” button.
- Connect your new bank account.