Add a Bank Account

Before you can begin transferring funds from your Flipcause Account, you will need to set up your Bank Account(s). This is a 3-step process: 

  1. Add Your Bank Account Information
  2. Image Verification
  3. Deposit Verification 



Add Your Bank Account Information 

  1. To set up your Bank Account, go to Account Summary > Bank Accounts.
  2. Then click the plus sign under Add Bank Account.
  3. Enter in your general bank account information: "Name of Account", "Name of Bank", "Routing Number", "Account Number", and indicate whether it is a "Checking" or "Savings Account". Then click Add Account.

You will be lead directly to the image verification process, which can be submitted immediately. The deposit verification can be submitted once you've received the two small verification deposits into the account; which takes about 2-3 days. Note that only U.S.-based bank accounts can be added to your Flipcause account.



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Image Verification 

To submit an image verification, you will need to log into your bank account and get your government-issued ID. Take a photo of the account portal and your ID showing:

  1. URL
  2. Account Number
  3. Name on Account
  4. Government-issued ID where the name matches the Superadmin on your Flipcause account

Then upload the image: 

  • Go to Account Summary > Bank Accounts and find the Bank Account you are verifying. 
  • Click the Verify Image link. 
  • Drop your file into the dotted box or click the box to upload an image, then click Submit Image. 

The image you've uploaded will go through a review process. This takes about 1-2 days after your deposit amounts have been verified (see deposit verification).

You will receive a confirmation email once your image has been verified. Your account will be fully verified when both your deposits and images have been verified. It will appear with a green checkmark that says "Verified."

Once your account is fully verified, you can begin to transfer funds into your account! If you have any trouble with this process,  please also see here.




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Deposit Verification

  1. Once you have received the 2 deposits, go to Account Summary > Bank Accounts and find the Bank Account you are verifying and click Verify Deposit Amounts.
  2. An overlay will appear where you can enter the 2 amounts you received (do not enter any special characters or periods, just the two-digit amounts), then click Verify Deposit Amounts. 
  3. Once the deposits are verified, it will say "Deposit Verified" under the bank account name. 

Your account will be fully verified when both your deposits and images have been verified. It will appear with a green checkmark that says "Verified."

Once your account is fully verified, you can begin to transfer funds into your account! If you have any trouble with this process, please also see here.

 


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