Transfers via Linked Bank Account

To complete a Transfer via a Linked Bank Account, you must have the following:

• The bank account to be linked must be under the same Owner's name or the name of the Business.
• You must have already completed the Direct Deposit Authorization Form.

To deposit funds into your Green Check Direct account from your linked bank account, follow these instructions:

1. In the portal, select Deposit on the left-hand side
2. Select Make a Deposit
3. Under source, choose your bank account
4. Input the amount you would like to transfer
5. Click Submit

To withdraw funds from your Green Check Direct account to send to your linked bank account, please follow these instructions:

1. In the Portal, select Withdrawal on the left-hand side
2. Select Make a Withdrawal
3. Under Source, choose your bank account
4. Input the amount you'd like to transfer
5. Click Submit