TABLE OF CONTENTS

• How do I set up my bank account?
• How do I manually connect my bank account?
• What are the benefits of connecting my bank account?

How do I set up my bank account?

Setting up your bank account on the Upwards app is quick and essential for receiving payments. You can link your bank account using either the automatic method via Plaid or by manually entering your bank information.

1. Open the Upwards Mobile App and locate the Finances Section.

Tap on your profile picture in the upper right corner.

2. Select "My Earnings" section to access your financial details.

3. Link Your Bank Account using Plaid.

You have the option to establish an automatic and secure connection using Plaid. Want to learn more about Plaid? Check out: https://plaid.com/en-eu/what-is-plaid/.

Tap "Connect your bank account."

4. Select "Continue."

5. Choose your Bank from the available options.

6. Complete ReCAPTCHA verification to confirm you're not a robot.

Follow the instructions and click "Verify" to proceed.

7. Click "Continue to log in" to be redirected to your Bank’s website.

Enter your login credentials on the bank's website and complete the login process. 

8. Congratulations! 

Your account is now linked. We are so excited for you to start earning for your childcare services!

How do I manually connect my bank account?

To manually connect your bank account, follow the steps below:

1. Tap the X in the upper right-hand corner to manually connect your account.

2. Scroll to the bottom and tap "Link with account numbers."

3. Enter your Bank Routing Number, then tap "Continue."

4. Enter your Bank account number twice and tap "Continue."

5. Enter your First and Last name and then select "Continue."

Make sure it matches the name on your Upwards account to complete the verification process.

6. Choose your account type - Checking or Savings and tap "Continue."

7. Tap "Authorize" to confirm.

    8. Congratulations! Your account is almost linked.

You will receive a deposit that is less than $1 in your account. Review your bank statement, return to this section, and enter the verification code linked to the deposit to verify your account.

What are the benefits of connecting my bank account?

✭ You will always receive payment before providing care.

✭ Parents are expected to pay one week in advance. Families will be charged every Monday unless a payment plan is put in place.

✭ We know that parents can miss their payments. Our team will follow up with the family and notify you when the payment has been made.

✭ You can also download an end-of-year report with all of the payment transactions, which will eliminate the need to track payments. Simply download the report and take it to your tax preparer. Say goodbye to stress!

Need Help? If you need any assistance or have questions, feel free to contact our Support Team by submitting a ticket or emailing us at support@upwards.com!