Adding a Bank Account to a Member's Payment Methods
Objective
This SOP outlines the steps to add a bank account to a member's payment methods using Chalk It Pro and Stripe.
Key Steps
Step 1: Sign into Member's Online Banking Profile 0:00
Access Chalk It Pro.
Prompt the member to sign into their online banking profile.
Step 2: Search for the Bank 0:20
Search for the member's bank in the system.
Step 3: Enter Routing and Account Numbers 0:28
If the member has never logged into their online banking, you will need:
Routing number
Account number (checking or savings)
Note: This cannot be done through the online payment method profile.
Step 4: Access Stripe for Bank Account Addition 0:40
Go directly to Stripe to add the bank account.
Step 5: Verify Bank Account 1:05
Understand that signing into the online bank skips micro-deposit verifications.
Step 6: Find Customer's Profile in Stripe 1:16
Locate the customer's profile in Stripe.
Step 7: Add U.S. Bank Account 1:28
Under payment methods, select to add a U.S. bank account.
Enter the member's routing number and account number.
Step 8: Initiate Verification Process 2:01
Click the verify button to send a micro deposit to the member's bank.
Step 9: Confirm Micro Deposit 2:09
Inform the member that they will receive an email with a six-digit code.
Step 11: Enter Verification Code in Stripe 2:31
Go back to the member's Stripe profile and enter the six-digit code to complete the verification.
Cautionary Notes
Ensure that the member has access to their email for verification.
Do not attempt to access the member's online banking credentials directly.
Tips for Efficiency
Always double-check the routing and account numbers for accuracy before submission.
Keep the member informed throughout the process to ensure they are prepared for verification steps.