Setting Up or Updating Direct Deposit on the Mobile App
This article applies to you if you have a Via Benefits reimbursement account (sometimes known as a Health Reimbursement Arrangement)*.
Setting up Direct Deposit
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. You're also given the opportunity after you submit reimbursement requests.
To set up direct deposit on the mobile app, follow these steps:
1. Sign into the mobile app.
2. Select Set Up Direct Deposit at the bottom of the Dashboard, or select Sign Up on the last screen after submitting a reimbursement request.
Note: Once you've set up direct deposit, both the Sign Up and the Set Up Direct Deposit messages go away.
3. 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 three to five business days if entered through the mobile app or website.
Updating Direct Deposit
To update your banking information, follow these steps:
1. Sign into the mobile app.
2. Select the menu in the upper-left corner, then select Profile.
3. Select Banking.
4. Select Update Bank Account.
5. Review the messages and select Yes, Update Bank Account to confirm you want to make an update.
6. Make updates to your account information as needed.
7. Select Update Bank Account. You’ll get a message saying your bank account is updated.
Your direct deposit is now updated and in the process of being validated. Validation takes three to five business days if entered through the mobile app or website.
Note: While your banking information is processing, we will hold reimbursement payments until validation is complete. Once the validation is complete and successful, payments will be paid via direct deposit. If the validation isn't successful, payments will be made via check.
*Via Benefits reimbursement accounts are administered by Extend Health, LLC.