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Manually Add Bank Information - ACH Funding Source
Manually Add Bank Information - ACH Funding Source

How to add a funding source manually for ACH payouts.

Shandara Hart avatar
Written by Shandara Hart
Updated over 3 months ago

Once you have successfully signed up for Ricochet ACH, the next step is to add funding sources from which your payouts will be paid, and consignor/vendor accounts where payouts will be received. If you cannot find your bank listed, you can manually add your account.


How To Manually Add A Funding Source:

In Ricochet,

  1. Click Preferences

  2. Click Admin

  3. Click the Ricochet Pay & ACH tab

    Under Ricochet ACH, Funding Sources,

  4. Click Add Funding Source (Ricochet uses Plaid to connect your account)

  5. Click Continue from the Plaid pop up

  6. Click Link with account numbers

  7. Enter your Routing Number

  8. Click Continue

  9. Enter your Account Number in both the primary and confirmation fields

  10. Click Continue

  11. Enter your Name

    • NOTE: The name provided must match the name on your account in order to verify this account

  12. Click Continue

  13. Select Account Type (Checking/Savings)

  14. Click Continue

    NOTE: For verification Plaid will need to make a deposit of $0.01 into your bank account.

  15. Click Authorize

    • You will be prompted to either enter your phone number for text verification

      • Click the link in the text once received

      or

    • You will be prompted to check your bank account for a 3 letter code. Your code is the first 3 letters after the # symbol.

      • Log back into Ricochet from a web browser when you receive the deposit

        • For Admins, go to Preferences > Admin > Ricochet ACH > Click Verify

        • For Consignors/Vendors, go to Account > Profile > Click Verify

    screenshot for reference

    Once you have connected a bank account, Ricochet will reflect that your funding source was Manually Verified. If you are the store, you can then pre-load funds into a Balance Funding Source that can be utilized as a digital "wallet," storing USD funds. If you are a consignor/vendor you will be ready to receive payouts via ACH.


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