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Managing Your Bank Account in the ServeManager Wallet
Managing Your Bank Account in the ServeManager Wallet

Ensuring your bank details are up to date

Updated over 7 months ago

Ensuring your bank account details are accurately maintained within your ServeManager wallet is essential for receiving timely payments for your services. This article provides a straightforward guide on how to update and verify your bank account information using the ServeManager platform.

Updating and Verifying Your Bank Account Information

Access Your Wallet Tab

  • Navigate to Wallet: Log into your ServeManager account and select the wallet tab. This section allows you to add or update your bank account details.

  • Keep Information Updated: It’s crucial to maintain current bank account information to prevent any delays in receiving your payments.

Verifying Your Bank Account

Option 1: Instant Account Verification with Plaid:

  • Fast and Secure: For most banks, Plaid provides a quick and secure way to verify your bank details instantly. Plaid is a trusted financial services verification app used widely across financial platforms.

  • How to Use Plaid:

    • Within the wallet tab, select the option to verify your bank account.

    • Choose Plaid from the available services.

    • Follow the on-screen prompts to log into your bank account securely through Plaid.

    • Once verified, your bank details are immediately linked to your ServeManager wallet.

Option 2: Micro-Deposit Verification by Dwolla (for banks not using Plaid):

  • Verification Process:

    • If your bank isn’t supported by Plaid, ServeManager offers micro-deposit verification through Dwolla. This method involves sending two small deposits (each less than $0.10) to your bank account.

    • You’ll see these deposits in your bank account within 1-2 business days.

    • Once you receive the deposits, log back into your ServeManager wallet, navigate to the verification section, and enter the amounts of the two deposits to complete the verification process.

Learn More About Your Verification Options:

  • Plaid Safety and Usage: For further details on how Plaid secures and handles your information, visit Plaid Safety.

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