||This article explains how to add a bank account.
||At the end of this article, you should be able to add a new bank account to send and/or receive payments.
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Whether you are requesting a payment or making a payment, linking a bank account to Forwardly is easy.
Here are some easy steps to add a new bank account:
- On the sidebar, click Business Settings.
- Go to the Banking Details tab.
- Select which account you would like to add.
- Follow the instructions on Plaid to successfully add a bank account.
|Warning: Don't see your bank on the list? We can also only connect with banks that use Plaid Auth and support Plaid's Identity, Balance, and Transactions services. If you're unsure if your bank supports Plaid Auth, please reach out and we will check.
|Tip: Make sure to select the correct primary account you'd like to use for sending and receiving payments.