Keep your payout details up to date to ensure smooth and timely payments. Learn more about how to add, remove, or update your payout method.
Web Instruction
Log in to your Posh account in a web browser.
Select the Organization (If you have multiple Organizations).
Click the＄icon in the top-right corner to access your Finance.
Scroll down, and click ➕ Add Bank Account.
Enter the required details: Account holder name, routing number, and account number.
Complete by clicking Add Bank Account.
Removing a Bank Account
Please note, you cannot delete your only bank account unless a new default payout method has been added.
Click the pencil icon next to the account.
Click the X to remove the account.
Confirm by selecting REMOVE BANK ACCOUNT.
Ensure that a new default payout method is established before attempting to remove the current account.
You can ensure smooth and reliable payments by keeping your payout details up to date.
App Instruction
Open your Posh app.
Tap the Groups tab (bottom of the screen, second from the right, represented by a squiggly line icon).
Tap "Manage Finances".
Tap "Add Payout Method."
Enter the required details: Account holder name, routing number, and account number.
Removing a Bank Account
Remember, at least one default payout method must be present in your account at all times.
Tap the bank account you want to remove.
Hold and select "Delete Bank Account."
Setting a Default Payout Method
Tap the preferred bank account.
Select "Make Default Payout Method."
Keeping your payout method updated ensures faster and more reliable transfers.