How to add a Bank Account?

Step #1:

Log in to your Checkbook.io account. 

Step #2:

Go to "Settings" on the bottom left-hand side of the page. 

Step #3:

When in Settings, click on the "Accounts and Cards" tab.

Step #4:

Under accounts, ensure you're in the Bank Accounts tab. Click on "Add Account" to add a bank and follow the next step

Step #5:

We recommend attempting to add your bank account with Instant Verification. 
If Instant Verification does not work for you, please choose Manual Verification. 

Step #6:

If you are an individual adding a Personal Bank Account, select 'Individual'
If you are a business adding a Commercial Bank Account, select 'Business'

Step #7:

Follow the prompts displayed to go through the account verification process.

Please ensure the "Default" toggle is on for the desired bank account. 

Step #8:

You can follow these instructions to delete your old bank account information.