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Adding Bank to Account (Step 1)

Step-by-step guide for adding your Bank to your Account

Updated over a year ago
  1. Log In to Tippy Dashboard - click here for link

  2. Select “Integrations” Tab

  3. Click “Install” under your Point of Sale System

  4. Click on “Attach Bank Account”

  5. Follow Plaid’s process for attaching a bank account - you will need your EIN and Business Bank Account logins. This bank account should be where your funds will be deposited from your point of sale terminal

  6. If you cannot find your bank or do not have banking login credentials - we recommend manually adding your banking credentials by typing “Link with Account Numbers” - this will prompt you to add your checking account number as well as a routing number. This process can take about a business day as micro-deposits will be sent to your account for verification purposes.

  7. Once the account is approved - you can go to your Tippy Dashboard - Account Information - Billing - and your should see VERIFIED next to your business bank account

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