Covered in this article:

Important notes

  • These features are currently only offered in the U.S.
  • Personal bank accounts do not need a validation process, but withdrawal accounts do.
  • Employee deposit accounts should be added to their own Settings > Account > Payments section and not in the admin's Reimbursement section.

Adding a deposit account

Step 1: Navigate to Settings > Account > Payments and click Add Personal Bank Account

Step 2: Log Into Online Bank Account: You'll be shown a list of compatible banks that offer direct online login access.

Step 3: Login: Choose your bank account provider by either clicking your bank's tile or searching.

  • Note: If your bank is not listed, click Exit (or the X in the top right corner) to go back to the connection type. Choose Manually Enter Account Details, then skip to Step 6.

Step 4: Enter your bank login credentials

  • Note: If your bank requires an additional security checkpoint, you will be directed to that after the login details are entered.

Step 5: If you have more than one account under that login, you will be able to select from them during this step. Otherwise, you'll see a Success message.

  • Note: Please ensure the account you connect to has Direct Deposit/ACH enabled, if this is required by your bank for 3rd party app access.

Step 6 (For the Manually Enter Account Details option only): Enter your account information:

  • The personal bank account is ready to receive payments once you see this screen!

How long will it take to be reimbursed to my bank account?

For smaller reports, you'll typically receive reimbursement in one business day via Rapid Reimbursement. The default limits for this are $100 per-deposit account per-day and $10,000 per-withdrawal account per-day. If you've reached either of these limits, then no problem! We will automatically defer to the typical ACH speed (4-5 business days).

Setup via mobile

Step 1: Tap the menu icon > user icon > Reimbursement. This will take you to a web browser to complete the process.

Step 2: Choose your bank account provider.

  • Note: If your bank is not listed, or you do not want to use your bank's online login credentials, tap X and then you will see a new option to manually input your bank's information, then you can skip to step 4.

Step 3: Enter your bank's online login credentials

  • Note: If your bank requires an additional security checkpoint, you will be directed to that after the login details are entered.
  • Once the login process is completed, choose your account from the account list.
  • Note: Please ensure the account you connect to has Direct Deposit/ACH enabled.

Step 4 (For the Manual option only): 

  • Enter your account information. Note: Depending on the currency of the policy(ies) you are a part of, you may or may not see the option to switch countries.
  • Your personal bank account is ready to receive payments once you see the reimbursement account listed in your settings!

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