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 directly into your checking or savings account, eliminating the need for paper checks. This method is faster and more secure than getting a check in the mail and ensures you receive your reimbursements even when you're away from home.
Setting up direct deposit is simple and doesn't require any forms or voided checks. Start by signing up with Via Benefits and 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. Sign in to the mobile app.
You can download the app from the App Store or Google Play.
2. 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.
3. Select Request Code to verify your email address.
Note: If you select the X in the upper-right corner of the page, you will be given the choice to Continue Verification or Cancel it.
4. Once you receive the code, enter it in the Enter Code field, and then select Verify.
Note: If you didn't get the email, check your junk folder or Resend Code.
5. Provide your banking information.
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.
6. Select Add Bank Account.
Note: If your financial institution notifies you of an issue with your direct deposit, contact them to confirm your routing and account numbers, then update your information in your reimbursement account.
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:
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. For security purposes, you need to verify your email address. Select Request Code to begin.
Note: If you select the X in the upper-right corner of the page, you will be given the choice to Continue Verification or Cancel it.
7. You will receive an authorization code via email.
8. Enter the code in the Enter Code field and select Verify.
9. Once the verification is complete, 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.
Note: If your financial institution notifies you of an issue with your direct deposit, contact them to confirm your routing and account numbers, then update your information in your reimbursement account.
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.