Adding a New External Account (Checking or Savings) as a Customer

Click "+" button to the right of My Accounts

Click the "External Account’ option

Fill in account information.

Depending on how your bank is set up, you can choose Bank Approval or Transaction Challenge for the Verification Method.

• Bank Approval will be verified through the bank side.
• Transaction Challenge will be completed by the customer:

  Go to "Move Money" and go to your list of payees

  

  Click on the External Account needing verification

  

  Click on Verify External Account

  

  Fill in amounts from the test transaction that was sent to the account.

  

  Once the correct information is entered, the account will be available for transfers.

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