Wallet
Wallet lets you manage your bank accounts and wallet settings.
Bank Accounts table
The Bank Accounts table collects all of your Bank Accounts connected to the Hub.
Name
Your Hub account name.
Type
Type of the Connected Bank Account. It can be Business or Individual.
Bank Name
Name of the Connected Account's Bank.
Account Type
Account Type of the Connected Bank Account. It can be Checking or Savings.
Account Number
Last four digits of the Account Number of the Connected Bank Account.
Status
Status of the Connected Bank Account. Possible statuses: Active and Pending.
Updated Date
Date of the Last update for the Connected Bank Account. It is usually related to the date of connection or activation.
Link New Bank Account
To link your Bank Account to the Hub, simply click on the Add Bank Account button on the Wallet page. This opens the Plaid connect modal. Follow the steps displayed to successfully connect your Bank Account.
Wallet Settings
The Wallet Settings section lets you configure our auto payout service to your needs.
Auto Payout: Enable this feature to automatically initiate a recurring payout transaction to your connected bank account.
Auto Payout Transfer Type: Type of the transfer you wish to initiate. It can be Same Day ACH, Standard ACH or Real-Time Payment.
Auto Payout Account: Choose which Connected Bank Account you wish to receive the funds to.
Auto Payout Periodicity: Choose the periodicity of the automatic payout. Options are Daily, Weekly and Monthly.
Auto Payout Amount: Choose the amount of the automatic payout. Options are All and Custom.
Auto Payout Custom Amount: Enter the amount of the automatic payout.