Bank Account Dialog Box

Enter bank account details in this box. Data points in blue are required.

Bank Account Name and Number

Bank name Enter the name of the issuing bank.

Routing number Nine digit number that identifies the financial institution of your account.

Bank Address

Mailing address of your bank.

Account Details

Bank account owner Select the bank account owner from the list of client members.

Account number Enter the bank account number.

Type Choose Checking or Saving.