Set Up Direct Deposit in a Few Easy Steps
This article applies to you if you have a Via Benefits reimbursement account (sometimes known as a Health Reimbursement Arrangement)*.
Direct deposit is a convenient feature that allows Via Benefits to deposit your reimbursements into a checking or savings account, rather than mail you a paper check. Direct deposit is faster and more secure than getting a check in the mail, and provides convenient reimbursement when you're away from home.
You can easily set up direct deposit, no form or voided check required! Start by signing up with Via Benefits. Then set up direct deposit on the mobile app or website.
Mobile App
You have two opportunities to set up direct deposit on the mobile app. You can set it up whenever you'd like from the Dashboard, or you can set it up after you submit a reimbursement request.
To set up direct deposit on the mobile app, follow these steps:
1. Download the app from the App Store or Google Play.
2. Sign in to the mobile app.
3. Select Set Up Direct Deposit at the bottom of the landing page, or select Sign Up on the last page after submitting a reimbursement request.
4. Provide all of the requested information and select Add Bank Account.
To set up a checking account, have your checkbook handy to obtain this information. For help locating your banking information, select the ‘?’ next to Account Number.
To set up a savings account, please verify your bank account and routing numbers with your financial institution.
Your direct deposit takes effect once your banking information is validated. Validation takes up to three to five business days.
Website
To set up direct deposit on the website, follow these steps:
1. Sign into Via Benefits.
2. Select View Accounts in the Funds and Reimbursements section.
3. Select Visit the Reimbursement Center on the Request Reimbursement and Manage Funds tab.
4. On the Dashboard, select your name and then select Banking Information.
5. Select Add Bank Account.
6. Provide the required information on the Add Bank Account page, select Add Bank Account.
To set up a checking account, have your checkbook handy to obtain this information. For help locating your banking information, select the ‘?’ next to Account Number.
To set up a savings account, please verify your bank account and routing numbers with your financial institution.
Your direct deposit takes effect once your banking information is validated. Validation takes three to five business days.
Read Direct Deposit for more information about maintaining direct deposit and receiving reimbursement payments.
*Via Benefits reimbursement accounts are administered by Extend Health, LLC.