If you’re a Plan Administrator trying to update an employee’s bank information through your account, you’ve likely encountered some restrictions. This isn’t an error—it’s an intentional security measure to protect sensitive personal and financial data.
Once an employee’s bank information is initially set during their enrollment, any subsequent changes must be made directly by the employee through their own profile. This ensures that only the employee has control over their financial details, minimizing the risk of unauthorized access or changes.
How Employees Can Update Their Bank Info
If an employee needs to update their bank details, they can do so quickly and easily:
Log in to their account.
Navigate to the Bank Information section in the settings tab.
Enter the updated details.
Save the changes.
This secure process puts the control in the hands of the individual, aligning with best practices for data protection.
Need Assistance?
If an employee encounters any issues or has questions about updating their bank details, encourage them to reach out to our support team. We’re here to help!
By empowering employees to manage their own sensitive information, we prioritize security and peace of mind for everyone involved.
Have more questions? Feel free to connect with us! 😊