Manage Bank Accounts

Manage Bank Accounts

Keeping your bank account details updated is essential for savings, payments, and investments. Whether you're adding a new account, updating an existing one, or closing a dormant account, ensure that your records are accurate.

Important Note:

All active domestic bank accounts must be pre-validated and reported in your tax return. Failure to do so may lead to issues with filings and refunds.

How to Update or Delete a Bank Account

  1. Click on the Profile Icon and select View Profile.

  2. Navigate to My Profile > Bank Accounts.

  3. Update or delete the necessary bank accounts as required.

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