Add/Save an ACH/EFT Account

  1. Select Contacts from the left-hand menu.
  2. Click the link in the First Name or Last Name column for the contact the new account belongs to.

  1. Click the Add Account Vault button in the "Account Vaults" section of the contact page.
  2. Select ACH/EFT from the Account Type drop-down.
  3. Fill out the account form:
    **Required fields are indicated with a red asterisk (*).
    1. Select ACH/EFT from the "Account Type" drop-down menu.
    2. Select the Account Type (buttons) - Checking or Savings
    3. Select Business/Personal Account (buttons) - Personal or Business
    4. Account Holder Name - Pre-populates with the Contact selected in step 2.
    5. Enter Routing Number - First 9-digit group of numbers on the bottom of the contact's check.
    6. Enter Account Number - The digits located between the Routing number and the Check number.
    7. Select the appropriate SEC Code from the drop-down

      Click on the Question Mark to the right of the field name for SEC Code descriptions.
    8. It is recommended to complete the address information as it may be required when running transactions.

  1. Click the Save button in the bottom right corner.