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.

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.

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!