Initial Funding
Your initial deposit into your Flex Banking account can be accomplished through an Automated Clearing House (ACH) transfer. After this first deposit, you'll also have the option to add funds via an ACH pull using Plaid.
Initial Funding Via ACH
Note: To make an initial deposit to fund your Flex Banking account, you will have to log in to your external bank account and send an ACH transfer.
- Log in to Your Flex Account: Access your Flex account by following this link.
- Access Banking Features: Click "Banking" in the left-hand navigation bar.
- Choose Your Account: Identify and select existing the checking account you wish to fund.
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Download ACH Details: Click "Download" under "Wire Details" to obtain a PDF with all necessary information for the ACH transfer.
- How to download Flex "Wire Details": Loom video
- Initiate Transfer from External Bank: Log in to your external bank account and start the ACH transfer using the details from the downloaded PDF.
- Receiving Funds: Funds should be deposited into your checking account within one business day.
Post Initial Funding
After your first initial ACH transfer, you have the additional option to add funds via ACH using Plaid.
Post-Initial Funding via ACH Pull Using Plaid
- Log in to Your Flex Account: Access your Flex account by following this link.
- Access Banking Section: Select "Banking" from the left-hand navigation menu.
- Go to External Accounts: Click on "External Accounts".
- Connect a Bank Account: Choose "Connect a Bank Account".
- Use Plaid to Link Accounts: Follow the prompts in the Plaid Modal to securely link your external bank account to your Flex account.
- View Linked Accounts: Linked external accounts will be visible under the "External Accounts" section.
- Initiate Transfer: Select "Transfer Funds", input the transfer amount, and designate the source and destination accounts.
- Confirm Transfer Details: Review all details of your transfer and click "Transfer".
- Receiving Funds: Funds should be deposited into your checking account within three business days.