You must add a bank account before you submit your first expense report. Reimbursements can only be deposited to a checking or savings account.
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Access your account, and in the sidebar go to My Account > Expense Management. On the Expense Management tab choose "Sync." Clicking "Sync" will launch Plaid and you can then choose how you'd like to link your bank account.
2. Click "Continue" and then follow the prompts.
3. When you choose continue Plaid will display two options for linking your bank account:
- Instant (Securely sign into your bank)
- Manual (Enter your routing and account number, process takes 1-2 business days)
4. Instant (Securely sign into your bank):
If you choose to add your account instantly, on the next page you'll select your financial institution.
Continuing from here will take you to your financial institution's login.
5. Manual (Enter your routing and account number, process takes 1-2 business days). If your financial institution is not supported by Plaid, or if you'd like to input your account information manually: Plaid will request authorization to make a one cent deposit. When you view the deposit it will have a 3 letter verification code which is listed after the "#" symbol.
Once you have authorized the deposit, check your online banking in the next few days for a one cent deposit. Allow your financial institution time to process the deposit, note that most major financial institutions may not deposit funds over weekends or bank holidays.
An example of how your financial institution may display your deposit:
Once you've obtained your verification codes, visit the "Expense Management" tab on the My Account page, and choose "Verify".
Input the 3 digit code from your deposit and choose "Continue". Note: the code is only letters and contains no spaces.