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Clients and groups

Client bank accounts

Record where each client's distributions are paid, mark one as the default and verify it yourself.

  • Updated
  • For managers

Who can do this: Owners, admins and managers

Add an account

On the client's Profile tab add a bank account: account holder, bank name, IBAN or account number, SWIFT or BIC, routing number if needed, currency and country. The first account becomes the default, and you can change which one is the default.

Clients can also add accounts themselves from their portal. They start as unverified.

Verify

  • Only you can mark an account verified. Clients cannot verify their own.
  • If the account number changes, the verification is cleared and you check it again.
  • Account numbers use 4 to 34 letters and digits. Spaces, dots and dashes are ignored.

How it is used

When you calculate a distribution, each line keeps a masked copy of the holder's default account at that moment. The bank export uses the full number. See Run a distribution.

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