If you're tired of entering your Bank Account details each time you need to make a deposit or withdrawal, you can add your account details to Prime Trust to cut down on the hassle. Follow the steps outlined below to get started.
Step 1: Select your Account
Log in and click the “View” button next to the account you wish to add your bank details to.
Step 2: Click the “Counterparties” tab on the left of the page.
Select "Counterparties" > "External Counterparties" > "Add New Counterparties" button.
Step 3: Enter the Type of Account
Under the "Cash or Asset" drop down, select US Dollar (USD) in the drop down menu. Next, select whether this account will be for deposit or withdrawal. Finally, you will need to select "ACH" under the "Via" drop down.
Step 4: Enter Your Bank/ACH Details
In the "Details" section, you will be prompted to provide the following information:
- Custom Label for the Account (This will help you identify the specific account you are selecting)
- Full name listed on the Bank Account
- Routing Number
- Bank Account Number
- Account Type: Checking or Savings
- Check Type: Business or Personal
Once all fields have been filled out, click on the "Continue" button.
Step 5: Review and Submit Bank Details
After adding your Bank account, you will be able to view and manage your linked accounts in your dashboard under the "External Counterparties" section. From here, you can delete an account or add another one.
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