Entering United States Direct Deposit Account Information for Certify Payments

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If your organization is using Certify Payments, there are a few steps to enter your direct deposit account information to begin receiving reimbursement. If your company previously used Domestic ACH and is now transitioning to Certify Payments, you will be prompted to update your account. 

This article will show you how to enter (or re-enter) your direct deposit account information. 

Please Note: Certify Payments services both domestic and international bank accounts. To add Direct Deposit information for an international account, see: Entering International Direct Deposit Information.

Step 1: On your account homepage, select My Account. 

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Please Note: If you simply need to re-enter your direct deposit account information, you will be prompted to access My Account at the top of the home screen, shown below. Select My Account and proceed to Step 2b. 

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Step 2a: On the My Account page, select Add Account Information

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Step 2b: If you are updating your account, select the highlighted account number.

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Step 3: On the first step of the Direct Deposit Account Configuration page, enter your country and click Next.

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Step 4: Enter your banking information in the search fields provided. Use either your Routing Number OR the Bank NameState, and City. Then, click Next

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Please Note: If no results are found, the Wizard will present No results were found. You may choose to manually enter your bank by selecting Manually enter bank information on this screen. After entering the information, proceed to Step 5.

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Step 5: Add your account information into all required fields. Click Next.

Please Note: State, City, Address, Zip Code, and Telephone are for your information associated with your account; not the bank's information. payments_dd_11.png

Step 7: Review your information. Click Back to make changes, and Next if you're finished.

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Step 8: A confirmation screen appears to let you know your account is now set up with Certify Payments.

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