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Ach Method

The document provides a step-by-step guide on linking financial management sites to a drop account for transferring funds. It emphasizes the importance of verifying accounts through trial deposits and suggests starting with lower transfer amounts to ensure success. Additionally, it advises users to familiarize themselves with the bank's daily limits before proceeding with larger transactions.

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idleman.shane
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448 views1 page

Ach Method

The document provides a step-by-step guide on linking financial management sites to a drop account for transferring funds. It emphasizes the importance of verifying accounts through trial deposits and suggests starting with lower transfer amounts to ensure success. Additionally, it advises users to familiarize themselves with the bank's daily limits before proceeding with larger transactions.

Uploaded by

idleman.shane
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as TXT, PDF, TXT or read online on Scribd

1. Login your log with financial management sites like personalcapital.

com,
waveapps.com, freshbooks.com

I listen this sites because they to not trigger and request for security code when
you are adding your logs to the website. Remember this is where you will get your
trial deposit.

2. Login your drop account

3. Look for the transfer tab which is always are the upper bar.

3. Look for add external account and click on it.

4. Here you will need the Account number and Rounting number from your logs. Add
the account number and routing number of the logs as external account and send
trial deposit to the logs.

5. In 2-3 days go back to the financial management site you added the logs to.
Looks for the micro deposite sent by the drop account.

6. Go back to your drop account and verify the external account with the micro
deposit or trial deposit.

7. In most cases you can initiate a transfer from your external account which is
your logs to the drop account the same day. But i will advice you to wait two more
days.

8. You should always read about the drop bank very well and know their daily
limits.

9. For maximum success always trial a lower transfer first for example try to
transfer $1800 as first time and you can go higher on the second time but it should
always be within the limit of the bank.

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