KNOWLEDGE BASE

How do I add a new account for external account transfers?

Transferring money between your accounts is convenient and easy. All you need is:

  • A U.S. Bank checking, savings, or money market account.
  • Be a signer on the external account the funds are sent to.  
  • Have the account and routing number.
  1. Select Transfers at the top of the page, then choose External transfers, wires.
    Mobile users only: Select Pay bills & transfer at the bottom of the dashboard, then choose External transfers, wires & ACH.
  2. Chose Manage accounts from the "Manage recipients & account" section.
  3. Select Link a new bank account.
  4.  When you select Log in to another bank, then Continue. Enter the name of the institution you'd like connect, then select your institution. You'll then be prompted to enter your login credentials, select Continue. The account you're attaching will appear, select Continue. A confirmation page will appear, select OK.
    1. If the institution is NOT found, click the "x" on the top right to exit this screen.
    2. Select Share your account info, then Continue.
    3. You will be required to manually enter your financial account information, then Submit. Select Send deposits.
    4. A confirmation page will appear. 

Verification process

If we're unable to complete instant verification after you've submitted the external account information, we'll need to verify the account another way.

How we do that is by making two small deposits of less than $1 to that external account within one or two days. You'll provide us the deposit amounts to verify you're a signer on that account. See: How do I complete a microdeposit verification for external account transfers?