Whenever your client connects their bank account manually using account and routing numbers, you will see a status of 'Manual verification initiated' on the agreement. Your client will get a single deposit of $0.1 with a three-letter code attached to it within 1-2 business days.
💡 Please note, the process is only possible if it has not yet been done by the client.
Video Overview
Get a quick walkthrough by watching the video below or keep reading and follow our written instructions.
In order to assist your client in completing the verification process:
Ask your client for the three-letter code of the deposit or check their bank account if you have access to it.
On the relevant agreement, you will see a 'Complete verification' button. Click it to complete the verification.
When you click it, you will be asked to enter the 3-letter code associated with your client's deposit.
