How to add your US bank account details to get reimbursed directly through Mesh?

Your company MAY use Mesh to disburse approved reimbursement requests (i.e., payouts) directly to your personal bank account. To route funds to your account, you MUST add your bank information to the Mesh platform.

Mesh supports disbursements to both U.S. and Non-US (i.e., international payouts) bank accounts.

Follow the steps below to add a US personal bank account:

1. Navigate to the bottom left corner, click on your name, then on View Profile and the bank icon under the Bank Account Details section. Alternatively, navigate to the Expenses page and then click the bank icon located in the upper right corner of the user interface.

2. Enter the bank location and click the Connect with Plaid button.  

Notes: 

• Micro Deposits is not supported as a verification method for adding a personal bank account. 
• A manual Setup option is available if the Plaid workflow is not working or if the customer does not want to use it. 

3. Click on the Continue button.  

4. Click on the Maybe later option

5. Click on your bank's icon and or search then click on your selection. 

Note: For illustration purposes, 'Chase' was selected in the following example. Each bank may show slightly different steps. If you have several bank accounts, select one when presented with the option to do so.

6. Click on the Continue to Login button. 

7. Follow the directions until you reach a screen that prompts you to Connect my account(s).

8. Enter a five digit MFA code to complete the process. 

9. Review the details and click on Save.   

10. If all goes well, your bank account will be connected to Mesh, and its status will be 'Active and verified'.

Note: Your personal bank account will be fully functional from the Mesh perspective as soon as your Admin uses our platform and initiates the first payout.  

Manual Setup

1. Enter the bank location and currency then click the Manual Setup button.

Note: Currently, the location needs to be United States, and the currency is USD. 

2. Add you bank details then click on the Next button. 

3. Review the data then click on the Done button. 

4. If all went went your bank account is added with the status 'Active, not verified'. Mesh will attempt to send funds to this account upon the first payments scheduled for the employee. 

Notes:

• After you add you personal bank account you can View the details or Deactivate it (i.e., unlink).

• The option to reimburse with Mesh needs to be configured on the Mesh backend and enabled by your Mesh Administrator. 
• If enabled and configured, when clicking the bank icon, Mesh will advise that the Reimbursements will be paid directly to the user's bank account through the Mesh platform.  

Notes:

• The Payment page displays payment activity. 
• If you have questions or need assistance contact your Mesh representative or our team via email at [e-mail]