You can add bank accounts for your merchants at any time. This tutorial shows you how to manually add a bank account to your merchant’s portal account.
Audience: Partner
Add the Merchant’s Bank Account
Complete all steps in the following sections.
Prerequisites
Before attempting this tutorial, you must:
Meet the general prerequisites described in Get Started with Use Case Tutorials.
Ensure that your merchant has an approved bank account linked to their portal account.
Have the merchant’s bank account information, including the account and routing numbers.
Have a file containing an image of a voided check, bank statement, or bank letter to support the validity of the new account.
Open the Merchant Profile
Click MERCHANTS in the left navigation panel to open the Merchants page.
Locate the merchant in the table and select any information in the table row to open the Merchant Profile page.
Add the Merchant’s Bank Account Information
Click BANKING in the left panel to open the Banking tab.
Click ADD NEW ACCOUNT in the upper-right corner of the Banking tab to open the Add Account dialog on the page.
Click ADD ACCOUNT MANUALLY in the dialog. Read the information in the Warning box that appears on the screen, and click CONTINUE to confirm that you agree, or click CANCEL to return to the previous screen.
Click ENTER ACCOUNT MANUALLY to open the Add Bank Account dialog.
Enter the information in the required fields and upload a supporting document file that contains an image of a voided check, bank statement, or bank letter validating the submitted info.
(Optional) Click ADVANCED in the dialog to enter an optional account name or description.
Click ADD to complete submitting the bank account information for risk review, or click CANCEL to discard their information and return to the previous page.
Result: Your merchant’s account information will be manually reviewed and approved by a Payrix Pro risk analyst before being approved for use by your entity on the platform. When the merchant’s bank account verification is complete, their new account will be accessible for transactions, payouts, debits, and more.
Note
Verification of the new account information will take up to five business days. To cancel or view the status of your pending manual review, the Pending Change Requests section of the Banking tab on your entity’s Profile page.
Next Steps
After the merchant’s bank account is verified and approved, review the following guides on managing accounts and payouts:
Update your Merchant’s Existing Bank Account: Update any information about accounts added to your portal account.
Add a New Bank Account for Your Business: Add a new bank account to your entity.
Update your Existing Bank Account: Update bank account information for your entity.