How do I add my ACH information?

Modified on Wed, Feb 18 at 2:15 PM

Your company must have Direct Deposit enabled as a reimbursement method in order to update your banking information.

If you have a membership or qualified purchase that is not found on our Marketplace, you’re eligible to be reimbursed. If your company has Direct Deposit enabled as a reimbursement method, you can update this information prior to submitting a reimbursement request in your account settings, or you may enter this information when completing a reimbursement request.

We partner with Plaid to securely connect your bank account and verify your information in just a few steps. When you choose to add your bank via Plaid, you’ll be prompted to select your financial institution and log in using your online banking credentials. Plaid then securely encrypts and transmits this information to confirm your account details—your login credentials are never shared with us or stored on our servers. This encrypted, read‑only connection ensures your personal and financial information remains protected throughout the process. For an overview of how your information is protected, please reference this article: Is Plaid Secure?

If your bank is not integrated with Plaid, you will have the option to add your bank information manually. This will require that you upload verification of your bank information that will show your full bank account number and routing number such as a voided check or screenshot of your bank account information. To manually add your banking information, please follow these steps:

1. Log in to your Thrive Account, and select "Settings" on the left side of your screen

2. On the "Account Settings Page", there will be a section titled "Add Bank Account". Click on this.

3. The Plaid screen will pop up for you to automatically link your bank account. If you cannot locate your bank using Plaid, please select "No thanks, I'll add manually".

4. Enter the requested info (this includes your bank name, account/routing number, account type, and uploading a document that outlines your full bank account number such as a voided check.) Then select "Submit".