How to change your organization’s bank account information

If you need to change your bank account information, follow these steps: 

1. Visit analytics.givelify.com and sign in to your organization’s account. 
2. Select Settings > Bank info.
3. On the Next-day deposit page, select Replace Account.
4. Enter your new routing number and account number. 
5. Click Upload Document to upload your voided check or bank verification letter. 
   Note:  Your organization’s name and address must be printed on the voided check or bank verification letter. 
6. Optional: You can change your billing address. Select Edit in the Legal Address field and enter your new address. 
7. Select Save. 

The new bank account will be verified by our financial team and updated within three to five business days. Until then, funds will continue to be deposited into the old account. 

Note:  Only active users with ADMIN permissions have the ability to update the bank account.  

Feel free to contact our Customer Support team at support@givelify.com if you have any further questions.