How do I add an Income Source?

Follow the steps below to add an Income Source account:

  1. At the bottom of your Sequence map, click the Add Income Source button
    Screenshot 2024-06-04 at 12.05.51 PM.png
  2. Name your Income Source account - it can be any name of your choosing. For example, Salary from your employer or Venmo from a side hustle you may have. If you are receiving the funds in your own name, you would choose yourself as the Beneficiary. If your funds are attached to a business name, you should add a Business Beneficiary and choose that option. 
    Screenshot 2024-06-04 at 12.06.01 PM.png
  3. Your Income Source account is now set up! You can see that it has a routing and account number which you can use to receive ACH transfers or provide to your employer for direct deposit transfers. 
    Screenshot 2024-06-04 at 12.11.19 PM.png

Was this article helpful?

0 out of 0 found this helpful
Have more questions? Submit a request

Comments (0 comments)

Please sign in to leave a comment.