You have multiple options when it comes to how and when you link your bank account to receive your payouts.
Linking Your Bank Account: Application Submission
Log into the Merchant Portal.
Once signed in, navigate to Settings > Bank Accounts.
Click on “+ Add Bank Account.”
From here, you have a few options for linking your bank account:
Instant via Plaid (Recommended)
Automatic via Plaid Login
Micro Deposit Verification
Manually – Requires documentation upload
Recommended: Automatic via Plaid Login
Locate your financial institution from the list or by using the search function.
Note: If you are unable to locate your bank, you can link your account via micro deposits or exit this window and go the manual route.Once you’ve located your financial institution, select it and log in to your bank via Plaid.
Select the bank account you’d like to connect — you only need to link the account where you want to receive deposits for payouts.
Check both boxes for automatic account verification:
Account holder name(s) and role(s) — helps validate account ownership
Account number and routing number — enables moving your funds
Review and agree to Terms and Conditions.
Success! You’ve linked your account.
Other Options
Micro Deposit Verification
Select Instant option for Bank Account Linking.
Scroll to the bottom of the Plaid window and click “Link with account numbers.”
Enter your bank’s routing number and click Continue.
Enter your bank account number twice and click Continue.
Enter the name listed on your bank account and click Continue.
Select your bank account type and click Continue.
Click Authorize to initiate the micro-deposit.
Note: A $0.01 deposit will be sent to your account within one day to verify that it’s open and active. You’ll need to retrieve a verification code from your bank account.
Log in to your bank website, find the 3-letter code in your transaction history, and enter it into the Merchant Portal.
After about one day, log back into the Merchant Portal to verify the micro deposit:
Navigate to Settings > Bank Accounts
Locate the account you’re verifying and click Verify
Upload bank documentation to validate account ownership (if required)
Acceptable documents include:
A voided check
A bank statement
An official bank letter showing:
Account holder name
Account number
Routing number
Success! Forward's Underwriting team will review the documentation and enable payouts.
Manually – Requires Documentation Upload
Select the Manual option for linking your bank account.
Input your bank account details and attach a supporting document showing account ownership.
Acceptable documents include:
A voided check
A bank statement
An official bank letter showing:
Account holder name
Account number
Routing number
Click Submit. Forward's Underwriting team will review your documents and activate your account if all criteria are met.
Success! Your bank account is now linked and payouts can be enabled.
