Note: Only Admins can add, view, or remove bank accounts.
After logging into your Contract Simply account, click on the name of your institution in the upper right hand corner of the webpage.
Then, click on "Bank Accounts" in the sub-navigation menu. (If you do not see that link, make sure that you are an Admin. If you are not, you'll need to talk to someone who is.)
On the Bank Accounts page, you should see a button that says "Add Bank Account". Click on that.
If no one at your institution has added a bank account before, you'll be presented with a form that asks for some information about you and your company. (To understand why we need this information, please refer to this article.) Enter the required information and click "Next".
You should then see a form asking for an account nickname, routing number, account number, and type of account. The account nickname is how you'll find this account in the future, so pick something memorable!
Once you've entered the necessary information, click the "Submit Account" button.
In order to verify the bank account, our payment partners will deposit small amounts into the account. When you see the verification deposits in your bank account, go here to find out how to verify your account.
We're here to help! If you need further assistance, please contact us by emailing email@example.com or by calling 1-833-4SIMPLY.