Team members, do you need to update your direct deposit information? If your company joined Everlance after September 1, 2024, this guide is for you. Whether you’ve closed your bank account or want to switch to a different one, this tutorial will walk you through the steps to update your bank details for Everlance Payments.
To begin, select your device:
Step 1: Tap the gear icon (⚙️) in the top-right corner of your home screen.
Step 2: From the side menu, select 'Direct Deposit'. If you don’t see direct deposit here, it means your company either manages reimbursements internally or through Checkbook.io. If your company uses Checkbook.io, you can update your direct deposit information by following the steps outlined in this article.
Step 3: Select 'Edit bank account'.
Step 4: From here you can edit the connected account by manually entering the new account details.
Or If you want to connect a new bank account via Plaid, first disconnect any bank accounts you don't want linked by going to your online banking. Then, return to the direct deposit screen and tap 'Connect with Plaid.' Plaid will automatically select the new account you’ve made available.
Step 1: Log in to your account on the Web Dashboard.
Step 2: Click on 'Settings'
Step 3: Select 'Direct Deposit'. If you don’t see direct deposit here, it means your company either manages reimbursements internally or through Checkbook.io. If your company uses Checkbook.io, you can update your direct deposit information by following the steps outlined in this article.
Step 4: Click on 'Edit' in the top right corner of your screen.
Step 5: From here you can edit the connected account by manually entering the new account details.
Or If you want to connect a new bank account via Plaid, first disconnect any bank accounts you don't want linked by going to your online banking. Then, return to the direct deposit screen and tap 'Log in securely with Plaid' Plaid will automatically select the new account you’ve made available.
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