Adding a bank for direct deposit

Show expandable text

We moved!

Help articles have been migrated to the new Help and Support. You can find help for your products and accounts, discover FAQs, explore training, and contact us!

If a bank to be used for direct deposit hasn't yet been added to the application, you will need to add this bank to the Banks screen now.

  1. Choose Setup > Firm Information > Banks.
  2. In the Banks screen, click the Add button.
  3. Enter the bank's information. For direct deposit purposes, the routing number and bank name are required, but all other fields are optional. For detailed instructions for all fields, see the Setting up banks topic.
  4. Click Enter to save the bank.

Note: You can also add banks on the fly. When you are adding a new direct deposit bank account, if the bank you enter does not appear in the Bank drop-down list (meaning it has not been entered in the Banks screen), the application will give you the option to add the bank on the fly.

Was this article helpful?

Thank you for the feedback!