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Bank Account Setup - Manual Account Entry
Bank Account Setup - Manual Account Entry

Connecting your bank when not populating in Plaid

Ben Bosnic avatar
Written by Ben Bosnic
Updated over a week ago

If you are unable to find your bank using the search bar, you can still add and verify your bank account. Follow the steps below after entering navigating to your My Money section.

NOTE: Starting June 7th, 2021, Stripe is requiring that any LLC or corporation (i.e. any organization set up as "Company" type in Stripe) will only be able to connect a bank account in the company's LLC or DBA name. Sole proprietors ("Individual" type in Stripe) will be able to use personal accounts to receive payouts. You can go to Stripe for more information.

How to setup your bank account with manual account entry

  • Select Connect My Bank on the main page in this tab, or click the gear icon in the upper right corner and select Connect My Bank from the pop-out menu. Connect My Bank will only appear on the homepage if you have not already set-up a bank account.

  • You will get a popup for Plaid, hit continue to proceed.

  • You will be able to search for your bank in the search bar, but if you are unable to find your bank using the search bar, exit out of the screen.

  • Confirm you would like to exit:

  • Enter your account and routing numbers in the following screen and then select Add Account. This will connect your bank account so that you can receive your payouts from your customers.

  • Since you are doing this flow manually, be sure to double check that you are using the correct account and routing numbers for your bank account. It is recommended to take a $1 test charge after this setup to ensure you have connected to the right account.

Verify your account representative

  • In order to keep you and your account safe and prevent fraud, you’ll need to verify the identity of the person affiliated with the company’s bank account.

  • Select if this is an Individual or Business account (business requires a business tax ID), and fill out the rest of the fields completely

  • You’ll need to enter the social security number and upload a picture of the person’s identification (driver’s license or passport). Take a clear picture of the ID laying on a plain, white background.

  • Once filled out, click Next on the bottom right

  • Once your information has been entered (including ID and Social Security number) the information is encrypted and sent to Stripe, our credit card processor.

You'll be taken back to the Bank for Payouts screen and see a 'Pending' status on your account.

  • Stripe is able to verify the representative quickly and change your status from Pending to Verified. Once you're verified, you're all clear to start accepting credit cards through Housecall Pro!

The processing time for standard payout deposits is 2 business days.

NOTE: The first payment can take up to 5-7 business days to accommodate the approval process.

Learn how Instapay can have your credit card payment in hand in less than 30 minutes.

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