Banking information updates should be submitted at least five business days before the next scheduled draft. Updates typically take three to five business days to process. Live chat with a Client Success specialist on your portal or phone support is available at 1-888-768-4767.
When updating, you will need the following information:
Routing number
Account number
Account type (checking or savings)
Providing complete and accurate information helps prevent processing delays.
Important timing notes:
If a draft occurs while new banking information is still processing, the payment may not be successful. If a draft occurs while new banking information is still processing, the payment may not be successful and may pull from the previous information we have on file.
Once the update is complete, any missed payments can be reprocessed through the client portal.
Keeping banking information current helps ensure drafts, refunds, and deposits are processed without interruption.