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Check ACH Balance and Review Transfer History
Check ACH Balance and Review Transfer History

How to check your available funds and review transfer history in your Balance Funding Source.

Shandara Hart avatar
Written by Shandara Hart
Updated over a week ago

The Balance Funding Source can be utilized as a digital "wallet," storing USD funds for quicker payout processing times.

  • If you have not yet signed up for Ricochet ACH, and would like to learn more about getting started, click HERE.

  • For steps on how to add funds to your Balance Funding Source, click HERE

How To Check Your Available Funds In Your Balance Funding Source:

In Ricochet,

  1. Click Preferences

  2. Click Admin

  3. Click the Ricochet Pay & ACH tab

    Under Ricochet ACH, Funding Sources,

  4. Refer to the bold dollar amount next to Balance (type: balance)

How To Check Your Balance Source Transfer History:

In Ricochet,

  1. Click Preferences

  2. Click Admin

  3. Click the Ricochet Pay & ACH tab

    Under Ricochet ACH, Funding Sources,

  4. Click the Balance Transfer History hyperlink

  5. Review Transfer Amount, Facilitator Fee & Date from the pop up window

  6. Click the upper 'X' or lower Close button to exit

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