Canadian Bank Accounts
- Bank Country: The Bank Country will default to the same country your registration is set to, but you can change it to Canada (or any other) by selecting it from the dropdown menu.
- Payment Currency: Select the payment currency your account accepts
- Bank Institution Number: This is the 3-digit code specifying the bank your account is with (eg., 001 is Bank of Montreal)
- Transit Code: This is the 5-digit code specifying the branch your bank account is in
Please note: Enter only numeric characters (i.e., 0 to 9) for the Bank Institution Number and Transit Code fields, no letters - otherwise the account details will not process correctly in our systems.
- Account Number: Enter your account number here
- Account Holder: This will default to the company name your registration is set to and can be edited if needed.
- Bank Name: The name of your bank (eg., Bank of Montreal)
- Bank Street Name: The house number and street address of your bank's branch
- Bank City: The city of your bank's branch
- State/Region: The province of your bank's branch
- Bank Postal Code: The postal code of your bank's branch
Please note: The fields Bank Name to Bank Postal Code will automatically populate based on the information provided for the Bank Institution Number, Transit Code, and Account Number. If the auto-populated address information is incorrect (eg., your bank's branch has recently moved to a new location), you can erase those fields and enter the correct information.
- Account Type: You can choose from Current/Checking or Savings.
- Remit Email Address: This email address will receive remittance information for payments.
American Bank Accounts
Most of the fields are the same as the Canadian example, with the main difference being the ABA Routing Number.
- ABA Routing Number: A 9-digit code identifying the specific bank your account is with. This can be found on the bottom left-hand side of a check.
International Bank Accounts
Most of the fields are the same as the Canadian and American bank examples; the main difference here will be dependent on the country your bank account is with. In this example, the United Kingdom banking window is expecting the following:
- IBAN No: The number used to uniquely identify an individual account globally. This number is used when transferring money between accounts, in particular for international wire transfers.
- Bank Swift Code: The code is used to uniquely identify banks and financial institutions globally. These codes are used when transferring money between banks, in particular for international wire transfers.
- Sort Code: A 6-digit number that identifies your bank
Please note: Some countries may require specific banking details not shown above; in those cases, please ensure that all fields marked with a red asterisk * are filled out.
As a final tip, unless required in specific circumstances, please do not enter leading zeroes to fields such as the Bank Institution Number, Transit Code, ABA Routing Number, Account Number, etc - the system will not remove those leading zeroes and instead accept them as being part of the data; for example, if your Account Number is "45682937", do not enter "0000045682937".