Fundraiser: Bank Account Update

When you apply for an Anedot account, you connect a bank account to receive transfers. However, over the course of utilizing the Anedot platform, you may open a new bank account and close an old one. This help article will help you add your bank account and remove an old one!  

Adding a Bank Account

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  1. Log in to your Anedot Account.
  2. Click Settings in the Navigation bar.
  3. Click "Finance"
  4. Click the "Bank Accounts" tab.
  5. Click "Add Bank Account"
  6. Click "Add Account"
  7. Type in your Bank Routing Number, Bank Account Number twice, Account Holder Type, and Account Type.
  8. Click Save Bank Account

Editing Your Default Bank Account

To edit your default bank account, you need to edit the deposit schedule currently connected to your bank account.

You can identify the default deposit schedule by the green icon to the left of the schedule. Please note that you will need to edit this schedule and not add a new one if you are trying to change your default bank account. 

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  1. Login to your Anedot Account.
  2. Click Settings in the Navigation bar.
  3. Click "Finance" 
  4. Click the "Deposit Schedule" tab
  5. Click the Deposit schedule with the green icon to the left of it.
  6. Click the "Bank Account" dropdown and change this account to your new bank account
  7. Click "Save Schedule"

Removing Your Old Bank Account

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  1. Login to your Anedot Account.
  2. Click Settings in the Navigation bar.
  3. Click "Finance" 
  4. Click the "Bank Accounts" tab
  5. Click the old Bank Account you want to remove
  6. Click "Delete Bank" 
  7. Click "Delete Bank Account"

 

Verifying Your Bank Account (Uploading a Voided Check)

Knowledge 2021-10-19 10-28-24

You are required to either verify your bank account through our online system or upload a voided check or bank letter when you manually add a bank account. 

Owners and Billing Admins have the ability to click on a bank account to verify their bank account.