Funding Your Flex Bank Account

Initial Funding Options

Your initial deposit into your Flex bank account can be accomplished through either a Wire Transfer or an ACH (Automated Clearing House) push. After this first deposit, you'll also have the option to add funds via ACH pull using Plaid.

Via Wire Transfer

1. Access Banking Features: Click 'Banking' in the left-hand navigation bar.
2. Choose Your Account: Identify and select the checking account you wish to fund.
3. Download Wire Details: Click 'Download' under 'Wire Details' to obtain a PDF with all necessary information for the wire transfer.
4. Initiate Transfer from External Bank: Log in to your external bank account and start a wire transfer using the details from the downloaded PDF.
5. Receiving Funds: Funds should be deposited into your checking account within one business day.

Via ACH Push

1. Navigate to Banking: Click 'Banking' in the left-hand navigation bar.
2. Select Your Account: Find the checking account you want to transfer funds into.
3. View Account Information: Reveal your account details by clicking the eye icon next to your Account Number.
4. Prepare Transfer Details: Copy your ACH Routing and Account Number for use in the transfer.
5. Execute ACH Transfer: Log into your external bank account, start an ACH transfer using the copied details.
6. Receiving Funds: Funds should be deposited into your checking account within three business days.

Post-Initial Funding via ACH Pull Using Plaid

1. Access Banking Section: Select 'Banking' from the left-hand navigation menu.
2. Go to External Accounts: Click on 'External Accounts'.
3. Connect a Bank Account: Choose 'Connect a Bank Account'.
4. Use Plaid to Link Accounts: Follow the prompts in the Plaid Modal to securely link your external bank account to your Flex account.
5. View Linked Accounts: Linked external accounts will be visible under the 'External Accounts' section.
6. Initiate Transfer: Select 'Transfer Funds', input the transfer amount, and designate the source and destination accounts.
7. Confirm Transfer Details: Review all details of your transfer and click 'Transfer'.
8. Receiving Funds: Funds should be deposited into your checking account within three business days.