CONMANAGER001 - Link bank for connected company

This manager feature enables you to link a bank account for your 'Connected' company or individual downstream customers. 

Follow these steps:

1. 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" in the dropdown field displayed below.

2. View Linked Banks: Click on the ellipsis menu (three dots) to view their currently linked banks.

3. 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.