Taulia experience center

Article Number: 000006431

To add/update your bank information in the portal, follow the steps below:

1 - Log onto the Home page of the portal

2 - Go to My Details > Bank Accounts (if you have more than one vendor account merged on the portal you will need to choose which account you want to view)
 

3 - Click Add Bank Account if no information is listed                                                                                     or                                  

4 - Click Update if you need to change your bank details

5 - Enter required information:
 

6 - Click Next: Verify Bank Data

7 - Click Attach File and upload supporting document such as a voided check or bank statement. (Must be in PDF format)

8 - Click Review and Save

9 - Click Complete and Save

Your customer will receive and review the change you submitted.