Setting Up Your Bank Account
Bank Account Setup
Set up your bank account to receive direct deposit payments.
Adding a Bank Account
- Open the banking section of your profile
- Add your bank account
- Enter your banking information:
Field
Description
Where to Find
Account holder name
Name on bank account
Must match exactly
Routing number
9-digit bank identifier
Bottom of check or bank app
Account number
Your account number
Bottom of check or bank app
Account type
Checking or Savings
Your bank statement
- Click Save
Updating Bank Information
Change the account in the same banking section of your profile.
Security Best Practices
- Never share your banking credentials
- Verify you're on automateamerica.com before entering info
- Enable two-factor authentication on your account
- Review your paid invoices regularly
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