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.

  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





Connected Individual Account








A formatting guide to assist with linking bank accounts can be found HERE.