Add Bank Account
Overview
Add and authorize a bank account to enable check payments from DocuPost. Ensure your account is verified for seamless transactions.
Adding and Managing Bank Accounts
If you have not yet added a bank account, you will be prompted to add one when clicking the Checks link in the left sidebar navigation. You can also access this functionality by clicking the Manage banks button via Account.
For convenience, we have included a direct link to the bank accounts page here, which will take you directly to the bank accounts page in the DocuPost app.
Bank Account Information
To add a new bank account, start by providing the account name for your reference. Then, enter the routing number and the account number for the account.
Next, choose whether the account is for an individual or a company. This is important as it affects the account setup process.
Finally, enter the signatory name. This name will be used to create a digital signature on your checks. Make sure that this name is an authorized signatory for your bank account.
Verification Process
After adding your bank account, DocuPost will make two small deposits within 1-3 days. You need to check these deposit amounts to confirm your access to the account.
Check for the two small deposits in your bank account
Go to the 'Bank Accounts' section in DocuPost
Click 'Verify now' next to the pending account
Enter the two deposit amounts
Click 'Verify'
Your account is now verified
Once verified, you can send checks from DocuPost.
Frequently Asked Questions
Verification usually takes 1-3 days. DocuPost will make two small deposits to your bank account within this period to verify access.
If the deposits don't appear within 3 days, double-check your bank account details and ensure there are no blocks or restrictions. If the issue persists, contact DocuPost support.