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When entering information in the Portal for a new bank account manually, like account and routing numbers, a file upload window at the bottom of the form requires a document file to be uploaded before the form can be submitted. This can also be achieved using the API using the steps provided below.\
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Qualifying Bank Account Supporting Documentation is: A Void Check, A Bank Letter, or; A Bank Statement.
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| title | Click here to view all fields and descriptions for the Add Bank Account form. |
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fields descriptionsField | Required | Description |
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Type | Required | From the dropdown menu, select what time of bank account is being added. Valid Values: Checking Savings Corporate Checking Corporate Savings
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It is important to specify if a bank account is a corporate or personal account. |
| Routing Number | Required | Enter the 9-digit routing number associated with this bank account. | Account Number | Required | Enter the account number associated with this bank account. | Usage | Required | From the dropdown menu, select whether this bank account will be utilized for deposits, debits, or both (All). | Bank Account Name (Advanced Options) | Optional | You can give the new bank account a custom name to differentiate it from other bank accounts on file. | Account Description (Advanced Options) | Optional | Use this field to give the bank account a custom description if desired. |
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| title | Step 1 - Add new account information. |
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Manually Add a New Bank Account - Example Code SnippetVisit our API Documentation for parameter descriptions and valid values. Request URL & Header | Code Block |
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POST /accounts HTTP/1.1
Accept: application/json
Host: api-test.payrix.com
APIKEY:{{private_api_key}} |
Example Request Body | Code Block |
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| {
"entity": "t1_ent_xxxxxxxxxxxxxx",
"primary": "0",
"currency": "USD",
"name":"Bank Account Non-Primary",
"account": {
"method": "10",
"number": "{{New_Account_Number}}",
"routing": "{{New_Routing_Number}}"
}
} |
Example Response | Code Block |
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| {
"account": {
"id": "t1_pmt_xxxxxxxxxxxxxxxxx",
"method": "10",
"number": "1234567890123456",
"routing": "123456789",
"bin": "123456789",
"payment": null,
"lastChecked": null,
"last4": "1111"
},
"id": "t1_act_xxxxxxxxxxxxxxxxx",
"created": "2023-08-18 15:37:56.9284",
"modified": "2024-08-18 15:37:56.9284",
"creator": "t1_log_xxxxxxxxxxxxxxx",
"modifier": "t1_log_xxxxxxxxxxxxxxxx",
"entity": "t1_ent_xxxxxxxxxxxxxxxxx",
"token": "ac1234cc5ae67b89101a11213d1a4e15ab1234cd5ef67g89012h34567a8b9c01",
"name": "Bank Account Non-Primary",
"description": "",
"primary": "0",
"status": 0,
"currency": "USD",
"inactive": 0,
"frozen": 0,
"expiration": null,
"type": "all",
"reserved": 0,
"checkStage": null
} |
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