Note: Only Admins can add, view, or remove bank accounts.

1. After logging into your Contract Simply account, click the name of your institution in the upper right hand corner of the webpage. 

2. Click on the "Bank Accounts" tab. (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.)

3. On the Bank Accounts page, you will see a list of all bank accounts that you added to your Contract Simply account. Find the bank account that you are trying to verify and click on the "Verify" link.

4. You should then see a form with four fields. Match up the fields' descriptions with your most recent bank statement. Enter the values that were deposited into your account.

We're here to help! Please contact us at support@contractsimply.com or 1-833-4SIMPLY with any questions.

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