Setting up your US bank account as a payment method in Pactima is quick and simple. This allows you to securely connect your bank account to perform ACH transactions and manage payments. Follow the steps below to complete the process. If you encounter any issues, Pactima Support is available to assist.
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Navigate to the "Account" Section
Log in to your Pactima account. On the main dashboard, click on the "Account" tab in the navigation menu. -
Access the Billing Tab
In the Account section, select the "Billing" tab to view your payment-related options. -
Locate the Payment Methods Section
Under the Billing tab, you’ll see a card labeled "Payment Methods." Click on this card to proceed. -
Choose to Add a Bank Account
In the Payment Methods section, there are two categories: Credit Cards and Bank Account. To add a bank account, click on the "Add Bank Account" button. -
Fill Out the Bank Account Details
A dialog box will appear. Follow these steps to complete the setup:- Enter your name in the designated field.
- Search for your financial institution by typing the name of your bank in the search bar.
- Select your bank from the list of available options.
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Authenticate and Connect Your Bank
After selecting your bank, click on the green "Continue" button. You will be prompted to log in to your bank account using your bank’s secure login portal. This step ensures a safe connection between Pactima and your bank. -
Complete the Setup
Once you’ve successfully logged in, your bank account will be linked to your Pactima account. You can now use it to perform ACH transactions and manage payments directly. -
Troubleshooting Tip
If you don’t see the option to set up a bank account in the Payment Methods section, your account may not yet be configured for this feature. Contact Pactima Support to verify that your account is set up in the correct payment jurisdiction.
By following these steps, you’ll successfully add your US bank account to Pactima. For further assistance, don’t hesitate to reach out to our support team!
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