This manager feature enables you to link a bank account for your 'Connected' company or individual downstream customers.
Follow these steps:
Search for the Account: Navigate to the "Contacts" menu and search for the company or individual account you want to link a bank for. You can also filter by 'Connected'
View Linked Banks: Click on the ellipsis menu (three dots) to view their currently linked banks.
Link a Bank Account: Click the "Link Bank Account" button to add a new bank account.
Connected Company Account
Click on the menu
A formatting guide to assist with linking bank accounts can be found HERE.