Add a bank account on the dashboard -- ACH accounts

We call payment sources (such as bank accounts) 'nodes'.

Here are the steps for adding a bank account on the dashboard for ACH purposes.

Step 1: Navigate to your dashboard

If you want to add a bank account to your platform's account, toggle the setting to 'My Account'

If you want to add a bank account for a user, login as the user.

Step 2: From the 'Nodes' Section, Click 'Add Bank Node'

This adds an ACH-US Node.

To add a Wire, SYNAPSE-US or Reserve Node visit our FAQ on adding other account types.

 Step 3: Select account type.

Step 4: Supply your bank information

Supply Account/Routing Information

 

OR connect with your online banking logins (consumer accounts only)

 

 

 

Step 5: Confirm that your node is added

If your node is unverified, you'll have to verify it with micro-deposits.

 

 

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