How do I connect my bank account or opt into checks?

In order to receive reimbursements from your Health Wallet after they have been approved, you will need to link your bank account or opt into having it be mailed by check. The check may take 1-2 weeks to arrive after the reimbursement is approved.

 

Follow the steps below after signing into your account:

  1. Under 'Things to do' and 'Set up payments' click "Set up" on your home page. 

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    • Alternatively, you can also press on 'Settings' and then 'Set up' to start.

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  2. To ensure that we meet federal financial regulations, verify your name, address, and other personal information. 
     
  3. You will next be taken to a page where you can select how you would like to receive your funding:

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    • Option 1: Instantly connect your bank account to our system through Plaid. You will be asked to log-in to your banking account to authorize sharing and validating the account. 
      • Some bank accounts, such as Chase and Bank of America, will make a virtual account for 3rd party connections which may display a different account number for this connection.
         
    • Option 2: Provide us with your account and routing numbers. We will send two deposits under $0.20 to your account within 48 hours to ensure we can send money. You will need to verify the amounts on our website before it can be used to receive the reimbursements.
      • If you choose to add as a manual verify, please press on "​Request Deposits Verification" after entering in your information to start the process.
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    • Option 3: Receive a check to your address on file. This can take 1-2 weeks to arrive after approval.


Congratulations! Thats it! After your account is linked, you will be able to receive reimbursements. Please see our articles here on how to submit reimbursements and what documents are needed.

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