How to Transfer Funds from Your Everlance Wallet to a Bank Account

• You must have Account Owner or Super Admin access to the Everlance Team Dashboard.
• You will need access to the mobile phone number registered as the business contact when your Lincoln Savings Bank account was opened. If you are unsure which mobile phone number is associated with your Lincoln Savings Bank account, please reach out to adminsupport@everlance.com
• If you are transferring funds to a new bank account, have the registered account recipient's full name, bank routing number, and account number available. 

1. Log in to the Everlance Team Dashboard.
2. Navigate to Settings > Payments.

3. Under Manage Wallet Balance, click Remove Funds.

   

4. If prompted, enter the verification code sent to the mobile phone number associated with the business contact on your Lincoln Savings Bank account.

   

5. Once authenticated, review the available bank accounts and choose one of the following options:

   • Existing bank account: Select the corporate bank account you want to transfer funds to. Verify that you have selected the correct account before proceeding.

     Important: The list of existing linked accounts may include employees' enrolled direct deposit accounts. Make sure you select the correct corporate bank account among the list before initiating a transfer. 

     

   • New bank account: Click + New Recipient. Enter the recipient's full name, bank routing number, and bank account number, then click Continue.

     

     

6. Review the available wallet balance, enter the amount you want to transfer, and press Continue. To fully withdraw all funds, enter the total available balance.

   

7. Review the payment information, add an optional description and press Complete payment to initiate the transfer.

   

   

Transfers typically take 1–3 business days to become available in the destination bank account.

After initiating the transfer:

1. Return to the Everlance Wallet page.
2. Locate the Account Activity section.
3. Review the available balance and most recent withdrawal transaction to confirm that the transfer was initiated. 

The withdrawal action should appear in Account Activity shortly after the transfer is submitted, and the available balance should show as $0.00