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How do I add an Income Source?

Follow the steps below to add an Income Source account: At the bottom of your Sequence map, click the + sign at the bottom of your map an...

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Written by Sigal Weiner
Updated over 3 weeks ago

Follow the steps below to add an Income Source account:

  1. At the bottom of your Sequence map, click the + sign at the bottom of your map and choose Income Source.

  2. Name your Income Source account - it can be any name of your choosing. For example, Salary from your employer or Venmo from a side hustle you may have. If you are receiving the funds in your own name, you would choose yourself as the Beneficiary. If your funds are attached to a business name, you should add a Business Beneficiary and choose that option.

    Screenshot 2024-06-04 at 12.06.01 PM.png
  3. Your Income Source account is now set up! You can see that it has a routing and account number which you can use to receive ACH transfers or provide to your employer for direct deposit transfers.

    Screenshot 2024-06-04 at 12.11.19 PM.png
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