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Add Your Company’s Bank Information

How to verify your bank through Plaid to receive direct payments.

Alison Panza avatar
Written by Alison Panza
Updated over a week ago

This feature is available on all Goodshuffle Pro Plans.

Step 1: Access Your Account Settings

  1. Select Account

  2. Then Company

Step 2: Navigate to the "Bank Info" Tab

  1. From your left-hand navigation menu, click “Account”, then select “Company”.

  2. In the tabs at the top of the page, click “Company” (if not already selected).

  3. From the menu on the left, choose “Bank Info”.

Step 3: Securely Link Your Bank

  • Click “Charge/Link Bank”.

  • This will open a secure Plaid window, which allows you to log in to your bank without sharing credentials with Goodshuffle Pro.

Step 4: Choose or Search for Your Bank

  • Use the search bar or click your bank from the list.

  • Follow the prompts to log in and authorize the connection

The information provided will allow you to receive your payments and process refunds through on Goodshuffle Pro!


💬 Troubleshooting

If your bank isn’t listed, or if you need help completing the connection, click the chat bubble in the bottom right to contact our support team.

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