Getting started

Adding a funding Source: What you'll need.

Gather the following items before beginning to add a funding source.

• A real Business Bank Account your company uses for funding services of this nature. Maybe this is a marketing or a sales budget account, etc.

• For that account, you'll need:

  • The Routing Number for the bank: A 9 digit number associated with the banking institution.

  • The Account Number of the account

  • The Account Holder's real first and last name (as it may be shown on a statement).

Note: The User who is signed into RevUPs at the time the Funding Source is created becomes the Funding Source "owner". If this individual leaves your company (and we are notified to deactivate their account), the Funding Source must be transferred to another User before it can be used again.

Once a source is added, we'll attempt to submit 2 microdeposits (each under a dollar) into that account. Monitor t he account for a couple of days through your institution's online or telephone banking.

Once the amounts for the microdeposits are known, log back into RevUPs and "Verify" the funding source.