How to add or change a bank account

Integrating your business bank account in the Benefits Portal is crucial for setting up your StretchDollar health benefits. Funds will be transferred from the business account to employees' designated bank accounts. Please follow the instructions provided 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.