You'll want to link your bank account before setting up your first batch of contributions. Linking your bank account will ensure the funds are pulled from your bank account and into your employees' accounts.
How to link a bank account
Select Settings from the left-hand menu.
Scroll down to the Bank Account, and select Connect Your Bank.
Choose one of two options:
Link with Plaid or
Enter bank account and routing numbers
Option A: Link with Plaid
Linking with Plaid will have you log into your bank account. Have your username and password ready!
You'll:
Review a bank payment authorization agreement
After Agreeing to Continue, onboard through Plaid.
Follow the prompts to log in to your bank account.
Option B: Enter bank account and routing numbers
If you choose to manually link your bank account, you will need to enter your account and routing number.
You'll:
Review a bank payment authorization agreement
Fill out the requested fields and
Select Add Bank Account.
Now you're ready to fund your employee benefits!