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How to Verify a Client's Bank Account Using Micro-Deposits
How to Verify a Client's Bank Account Using Micro-Deposits

This article will explain how to manually connect a client’s bank account for automated ACH payments

Dani from Anchor avatar
Written by Dani from Anchor
Updated over 2 weeks ago

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.

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:

  1. Ask your client for the three-letter code of the deposit or check their bank account if you have access to it.

  2. On the relevant agreement, you will see a 'Complete verification' button. Click it to complete the verification.

  3. When you click it, you will be asked to enter the 3-letter code associated with your client's deposit.

Restarting Micro-Deposit Verification

If a client hasn’t received their micro-deposit or the verification process needs to be restarted, you can easily trigger a new verification attempt:

  1. Navigate to the Payment Method tab in the agreement.

  2. Click ‘Restart’ next to the pending verification status.

  3. Plaid will reopen, allowing your client to reconnect their bank account.

  4. Once completed, a new micro-deposit will be sent within 1-2 business days for verification.

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