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Connect Your Bank Account to Billing in ConciergePad

Learn how to connect your bank account in ConciergePad by selecting your account type and linking your bank securely and instantly, with no micro transaction verification needed. If necessary, connect to your ACH through microtransactions.

Written by Jill Grahm

Two ways to learn:

  • Launch the guided walkthrough below to follow along in real time.

  • Follow the written steps in this article at your own pace.

Guided Walkthrough:

STEP 1- Go to https://www.conciergepadedu.com/login and sign in with your username and password.

STEP 2- Click the Settings tab on the left sidebar menu.

IMPORTANT- If you don't see the settings tab, please request access for the menu option by reaching out to support@getconciergepad.com

STEP 3- Click the Billing tab at the top of the screen.

STEP 4- Click Connect Bank (Instant).

STEP 5- Fill out your Stripe account information and open the dropdown to choose between Company or Individual option.

STEP 6- Click Connect Bank button to link your bank account.

STEP 7- If you are experiencing issues linking, tap the Having Trouble link to proceed to the ACH verification process.

ACH Verification Process

Part 1- Adding Bank Information

STEP 1- Fill out the "Bank Details" including the routing and account number. Then click on the Next button to finalize the ACH registration process. You will see a 2nd screen and click on the Finish button.

Part 2- Bank verification / Micro Deposits

Once you complete Part 1 there will be a 1 to 2 business days verification process that will take place. Our ACH provider will send 2 micro deposits with the description that includes AMTS followed by the two micro deposit amounts to your bank account or statement. You will have to enter in the 2 micro deposits in the steps below.

STEP 1- Go to https://www.conciergepadedu.com/login and sign in with your username and password

STEP 2- Click the Settings tab on the left sidebar menu.

STEP 3- Click the Billing tab at the top of the screen.

STEP 4- Click on the Verify ACH button to verify the 2 micro deposits.

STEP 5- Enter the amounts of the two microdeposits on each line and click the Verify ACH button to complete the verification process.

Important- Additional Fees may apply if court runner fees are indicated during volunteer registration. Please see our article on Court Runner Fees for more information:

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