You can easily add a new bank account to your WinRed account by navigating to the Settings tab and then to the Bank Account tab. Here you will be able to add, remove, and designate a Default Bank Account.
Table of Contents
Add a New Bank Account
Once there, you'll be able to see the bank accounts that have been added. To add a new bank account, click Add External Bank Account.
A prompt to add the Account Holder's Name, the Routing Number, and the Account Number will appear.
Click Add Bank and you are done.
Select a Default Bank Account
Next, you'll have to select a Default Bank Account. A Default Bank Account is the account where your funds will deposit. Only one bank account can be set as the default.
To do this, click the three dots next to the bank account and then click "Make Default," as seen below:
You'll then be prompted to confirm that you'd like to make this the Default Bank Account:
You will be able to differentiate between the default account and non-default accounts with the grayed-out bubble that says Default next to the account name:
Please note: If you want to remove the Default Bank Account, you will first need to designate a different bank account as the default and then remove the old one.
Remove A Bank Account
To remove a Bank Account, click on the three dots next to the account and click Remove.
You'll then be prompted to confirm the removal by clicking Remove Bank. Once this is done, the bank account will have been successfully removed.
Questions?
If you have questions or are unsure on any of these steps, please contact our support team by clicking the red chat box at the bottom right corner of your screen.