To add a business bank account for the first time, or when updating banking details, follow the steps below.
If your client provides new banking information, a new Pre-Authorized Debit (PAD) Agreement must be completed.
1. Open the bank account setup
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Go to Bank accounts
2. Enter the required bank details
Fill in all required fields:
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Institution number
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Transit number
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Account number
3. Complete the PAD Agreement
Enter the following information:
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Full name
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Job title
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Email address
4. Authorize and continue
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Tick the checkbox in the PAD signature section to authorize Nmbr to debit the bank account and manage transactions on behalf of the business
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Click Save and continue
Disclaimer: This article does not provide tax, legal, benefits, financial, or HR advice. Since laws and regulations are subject to change and may differ by location, please consult a legal or HR professional for personalized guidance.