Some institutions do not support electronic log in, in that case you can manually link your account with the routing and account numbers. We created this step-by-step guide to help.
Navigate to your Bank Accounts section.
In the Bank Accounts section, click on 'Connect an account'
Select ‘Bank account’ and then click ‘Continue’
Confirm the bank account being linked is a personal account or company account
Confirm your information, and click ‘Continue’
For the next steps, you will be taken to Plaid to begin verification. Click on ‘Securely connect’ to continue, and begin following the prompts provided by Plaid.
Scroll to the bottom of the selection page, where the option to “Link with account numbers” will be available to you:
Input your routing number, and click 'Continue'
Select 'Enter account number instead' to continue adding your account details manually.
Once you have added your account and routing number, Plaid will ask you to authorize a micro-deposit to be sent to your bank account. This micro-deposit can take 1-2 business days to process to your account. You will see it in your bank account's transaction history.
When you receive your micro-deposit, you will log back into your Azibo account, navigate to 'Bank Accounts’ and click on ‘Verify Deposits’
Input the three letter code found in the description of the micro-deposit. Please check your banking transaction log to locate the micro-deposit description. The three-letter code should follow the # in the description. ex #KJH
This completes the verification process. You have successfully linked your bank account for payments on Azibo! You can navigate to your 'Bank Accounts' tab, to view this linked bank account.