Note: Direct deposit accounts must be setup based on a checking account
Note: Only 2 remittance accounts with the same bank info can be created for creating new organization
Note: If the same bank info has been used on 2 remittance accounts already, your event team cannot create or update the remittance accounts with the bank info
- Log in to ACTIVE Works with Existing ACTIVE Passport Account
- On your organization Home page, click Settings at top right corner
- Click Payment accounts
- Click Add an account
- Note: To change one existing payment account from "Check" to "Direct deposit", check the box before payment account name and click Edit
- Select Direct deposit (ACH) next to Issue payment as
- Enter Account description
- Note: Label every payment account with a different name
- Note: Account description of primary account is default
- Enter Bank information
- Name on bank account
- Bank name
- Routing number
- Account number
- Note: Name on bank account and Bank name fields have a minimum character requirement of 3, the maximum character requirement varies depending on different currency of the ACH payment account. See "Please Enter a Valid Name On Bank Account" Error and "Please Enter a Valid Bank Name" Error for more details.
- Note: If an invalid or not recognized US Bank address is entered, then you will be prompted to either enter a valid address or select a Suggested address.
- Enter Bank address
- Country
- Address
- (Optional) Address line 2
- City
- State
- ZIP
-
Specify an interim mailing address
- Country
- Address
- (Optional) Address line 2
- City
- State
- ZIP
- Click Save
- A verification code window will pop out and a verification code will send out to you for security consideration
- Input the verification code you have received in your email inbox, click Verify & proceed
- Two micro deposits under 0.25 will be issued to your bank for validate your direct deposit account use
Note: A payment account cannot be added if another payment account with same account number is pending validation - payment accounts are considered identical if routing number and last four digits of account number are the same
Note: Direct deposit accounts must be validated before ACTIVE Network can send payments to your bank Validate Direct Deposit (ACH) Payment Account