BANKING ON IT | A quick guide to using the Skip Portal’s Banking feature
Banking. Not everyone’s favourite topic, so we’re going to make this as simple as can be.
ACCESSING SKIP’S BANKING FEATURE
Obvious first step, right? We take the security of your banking information very seriously.
To begin, use the Message Us feature in the Portal to open a ticket. From there, we’ll call you to confirm your identity.
Once you’re ready to roll, here’s what to do next:
- Click on “User Settings” from the main menu
- Then click the “Banking” tab
- Next, you’ll be prompted to authenticate your identity with a one-time passcode. This passcode will be sent to the mobile phone number associated with your Portal account.
- Once you receive your passcode, enter it in the Portal.
- And you’re ready to go! Now you should be able to view the Banking feature, no problem!
Still don’t have access? There might be something wrong on our end. Open a ticket via Message Us and we will solve the problem as soon as possible.
ADDING USERS TO YOUR PORTAL BANKING FEATURE
You can authorize up to three different users to use the Portal’s Banking feature. Choose wisely! To add someone new, reach out using the Message Us feature and we’ll call the new users to confirm their identities and set up their access.
UPDATING YOUR BANKING INFORMATION
Things change…including your banking information. If you need to update your banking info, remember that you cannot change your Portal email address or phone number yourself. Contact us using the Message Us feature to do this.
The changes will apply immediately. But keep in mind: since we process payments on Mondays, if you change your banking information on a Monday, payment may have already been processed. Also, if you do not have information on file, payment will be held until the next pay period.
When any authorized users of your account change your banking information, all admin users receive a confirmation email.
RECEIVING DIRECT DEPOSIT PAYMENTS FROM SKIP
Depending on which financial institution you use, it usually takes between 3 and 10 business days for you to receive a direct deposit.
WE HOPE THIS HELPS! If you have additional banking questions, please feel free to reach out using the Message us feature in the Portal.
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