Add direct deposit account

The Add button in the top section of the Direct Deposit Account page allows you to add a new deposit account.

You can add up to 10 deposit accounts.

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† To add a direct deposit account

1.	Click Add in the top section of the Direct deposit account(s) page. This will display the Add direct deposit account window.

2.	Complete the fields in the Add direct deposit account window.

The table below provides you with the list of all fields included in the Add direct deposit account window.

	Field	Description
	Financial Institution	Drop-down list. Select a financial institution
	Trust Account Name	Text field. Enter the name of the trust account holder
	Transit No	Numeric field. Enter the financial institution transit number
	Trust Account	Numeric field. Enter the trust account number
	Favorite	Check box. Check to indicate that this is the preferred account to be use by default

3.	Click the Save button to save information entered.

This information is automatically used when the system generates the Preliminary Report/Request for Funds for your files.