TLDR: The article explains that after adding a bank account source and sharing statements, you must provide the account name, financial institution, account type, and last four digits. Enter these details in the task fields and submit by selecting 'Next.' Share details relevant to each source added. If you prefer not to share bank account details, contact the requesting company for guidance.

Bank Account Details

After adding a source, and then sharing statements as pictures or PDF’s, we require:

The name on the bank account
The financial institution
The type of account you provided statements from
The last 4 digits of the account

Use the fields in this task to type in the required details then select ‘Next’ at the bottom of the screen to submit them.

Which account details should I provide?

Share account details that are relevant for the source you have just added. For each source, you will be asked to select the relevant account, or add new statements and new account details.

What if I don’t want to share bank account details?

If you do not wish to share bank account details, contact the company that requested your check to see how they would like for you to proceed.