Contractor Portal Help

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Add or Change Direct Deposit Info in the Contractor Portal

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If your client has enabled direct deposit in their payroll software, you can add and manage direct deposit banking information in the contractor portal.

How to add a new bank account for direct deposit in the Contractor Portal

From the main page, click “Account Profile.” If your client has entered your direct deposit information on your behalf, you will see your bank account information listed. You can either add additional bank accounts or edit your existing bank accounts.

To add a bank account for the first time, click the “Add Bank Account” button.  A set of blank fields will appear.  Here is a description of the fields:

  • Account Nickname: Enter an optional nickname for this bank account.
  • ABA Routing Number: This is the 9-digit number that identifies your bank. You’ll enter this twice.
  • Account Number: This is your bank account number. You’ll enter this twice. If you are using a pay card or debit card, enter the actual bank checking/savings account number associated with the pay card or debit card, not the pay card or debit card number.
  • Account Type: Select either Checking or Savings.
  • Deposit Entire Net Pay?  If this your first account and you want to deposit your entire net pay into this account, choose “Yes.”  If you will be depositing into more than one bank account, choose “No.”
  • Direct Deposit Type:  If you have chosen “No” above, the contractor may designate either a flat dollar amount or a percentage of their net pay to go into another account.  Select the Direct Deposit Type, either a fixed amount or percentage.
  • Amount:  Enter either the flat dollar or percent amount.

To inactivate an existing bank account:

Change the “Active” field from “Yes” to “No” on the row of the account you want to inactivate. Click “Save.”  When you inactivate an account, no money will be deposited into that account, but the information will be saved.

If you need to change your ABA routing number, bank account number, or account type, you have to delete the account and add a new one. 

To delete an existing bank account

Click the trashcan icon in that row. Click OK to confirm that you want to delete this account.

Frequently asked questions about direct deposit

Q. How does direct deposit work?

A. If your client offers direct deposit, your pay can be deposited directly into your bank account from your client on payday. You have the option to split your payment into several different accounts that you designate. Instead of receiving a paper payment, you can view your check stub with all of the payment details. Click the “View Paychecks” link to view your payment details.

Q. If I add or make a change to my direct deposit information, how soon will this go into effect?
A. The change is made immediately and is normally included in the next payment that your client runs. Check with your client to confirm when your changes will be effective. It is important to note that the contractor’s bank information must be entered BEFORE the payment is run by the client.  Direct deposit files are created at the time of the payment run.

Q: I don’t see a place to add direct deposit information at all. Why not?
A: Your client needs to be fully set up with direct deposit before you will have the ability to add direct deposit information. If you’re not seeing an option to add direct deposit information, this may be the reason. Contact your client to learn where they are in the direct deposit application process, or if they will be using direct deposit at all.

[RELATED ARTICLE: What Is an ABA Number?]

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