How to Add Bank Account Information for ACH Transactions

Overview

This tutorial will review how to add bank account information for an ACH transaction via the Wise Option application.

Estimated Time to Complete – 10 Minutes

Click the tabs below based on the version of the Wise Option software you need instructions on.

For visual learners or those who prefer step-by-step guidance, we offer a concise instructional video below.

Video Coming Soon

Navigate to the customer file for which you would like to add the Bank Account information for.
Open the Digital Wallet > Click the Add button at the bottom right corner.
Select the correct Merchant Account.
Review and update the address if needed
Enter the Account and Routing Numbers
Review the Account Holder Name and Account Nickname
Select if the account is a checking account or savings account.
Save

Last updated 3 days ago

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This tutorial will review how to add bank account information for an ACH transaction via the Wise Option application.

Estimated Time to Complete – 10 Minutes

Click the tabs below based on the version of the Wise Option software you need instructions on.

For visual learners or those who prefer step-by-step guidance, we offer a concise instructional video below.

Video Coming Soon

Navigate to the customer file for which you would like to add the Bank Account information for.
Open the Digital Wallet > Click the Add button at the bottom right corner.
Select the correct Merchant Account.
Review and update the address if needed
Enter the Account and Routing Numbers
Review the Account Holder Name and Account Nickname
Select if the account is a checking account or savings account.
Save

Last updated 3 days ago

Was this helpful?