Sync Your Bank Account to Payments
To process payments with your Marketing 360® account, you need to link your bank account to the Payments dashboard. You can only connect one bank account, and it must be a checking account that accepts both debits and credits.
Link Your Bank Account to Process Payments
Log in to your account at
app.marketing360.com.Click on the Global App Bar in the top-left corner.
Select Payments from the menu. The Payments dashboard will open in a new tab.
Note: If you are not the account owner, you may need to ask them to invite you to the Payments dashboard.
Inside the Payments dashboard, select the Settings tab.
On the left-hand sidebar, select Bank Accounts & Scheduling.
Click the Update button under "Bank Account settings."
You have two options to link your account:
Securely Link Bank Account: Click this button to use Plaid, a secure service that lets you select your bank from a list and log in to your online banking. This is the fastest way to link your account.
Manually Enter Details: If your bank is not listed, click the link that says Prefer to manually link your account? at the bottom of the pop-up window. You will then be asked to enter your Account Holder Name, Routing Number, and Account Number.
Once you have entered your information, click Update Bank Account.
Video tutorial
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