Direct ACH Transfer from your Bank

Instructions

To set up Direct Automated Clearing House (ACH) Transfers use the Transfer & Pay menu in Portal. You will be prompted to sign an agreement before you can request a Direct ACH Transfer/Direct Debit. You can link your account with merchants and mobile payment providers such as PayPal, pay subscriptions and other recurring expenses such as a mortgage, car payment or utilities to any entity that uses a bank on the network, and set up direct deposit from your employer into your account here.

To initiate a Direct ACH Transfer, please take the steps outlined below.

  1. Click the Transfer & Pay tab > Transfer Funds.

    • Alternatively, click Menu in the top left corner > Transfer & Pay > Transfer Funds.

  2. If you are managing multiple accounts, use the Account Selector’s search function to choose the account you want, then click Continue.

  3. Select Deposit Funds.

    Image of the transfer funds panel in Portal.

  4. Select Use a new deposit method.

    Image of the deposit funds panel in Portal.

  5. In the Currency list, select the currency of your deposit and select Direct ACH Transfer from your Bank.

    The direct ACH transfer button in Portal.

  6. Click on the review and sign button to sign the agreement and finalize Direct ACH.

    The direct ACH transfer panel in portal.

  7. Once completed you can initiate a Direct ACH transfer from your bank.

 

Additional Resources