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Adding a Bank Account

Overview

Bank accounts are used for funding payments (pay-in) and receiving payouts (transfer out). You add bank accounts in the Payment Accounts section of Settings.

When You Would Use This

You need to add a bank account to fund a payment, receive a payout, or complete your onboarding checklist.

How It Works

LiquidTrust uses manual bank entry — you enter your bank details directly. After submission, the payment method is reviewed before it can be used for transactions.

Steps

  1. Go to Settings > Payment Accounts > External Accounts.
  2. Click New Payment Method (or Add bank account if this is your first one).
  3. In the Add Payment Method (Bank Account) dialog:
    • Select the bank location (country).
    • Choose the account category: Business or Personal.
    • Choose the account type: Checking, Savings, or Other.
  4. For US accounts:
    • Enter the routing number (9 digits). The system will look up the bank automatically.
    • If the bank is found, you will see "Bank found: [bank name]."
    • If the bank is not found, you will enter the bank name and address manually.
    • Enter the bank account number and account holder name.
  5. For international accounts:
    • Enter country-specific fields such as IBAN, SWIFT/BIC, and other required details.
  6. Submit the form.

What Happens Next

We review new payment methods within 1–2 business days (by end of business day). If we need more information, the 1–2 business day window starts again once we receive it.

  • You will see a confirmation: "Your payment method was submitted and is processing."
  • The payment method will appear as (Pending) until it is reviewed and approved. The review takes 1–2 business days.
  • Once approved, it can be used for funding payments and receiving payouts.
  • You can set an approved payment method as your default account.

Notes

  • If additional verification is needed, you may be asked to upload documents. See Payment Method Verification & Documents.
  • Payment accounts must match your business name. Accounts in names that do not match will be rejected.
  • You can also add a new bank account from within a payment flow when selecting a payment method.

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