Your company can use Mesh to distribute approved reimbursements (aka payouts) directly to your personal bank account. The option to reimburse with Mesh needs to be configured on the Mesh backend and enabled by your Mesh Administrator. 

To route funds to your personal bank account you will need to provide your bank's information. Please follow the steps below to connect your personal bank to Mesh for reimbursement purposes.  

1. Navigate to the bottom left corner, click on your name, then on View Profile and the bank icon under the Bank Account Details section. Alternatively, navigate to Transactions, click on My Reimbursement page, and then on the bank icon located in the upper right corner of the user interface.

2. Enter the bank location and currency then click on the Connect with Plaid button.

Note: A manual Setup option is available if the Plaid workflow is not working or if the customer does not want to use it.  

3. Click on the Continue button.  

4. Click on the Maybe later option

5. Click on your bank's icon and or search then click on your selection. 

Note: For illustration purposes, 'Chase' was selected in the following example. Each bank may show slightly different steps. If you have several bank accounts, select one when presented with the option to do so.

6. Click on the Continue to Login button. 

7. Follow the directions until you reach a screen that prompts you to Connect my account(s).

8. Enter a five digit MFA code to complete the process. 

9. Review the details and click on Save.   

10. If all goes well, your bank account will be connected to Mesh, and its status will be 'Active and verified'.

Note: Your personal bank account will be fully functional from the Mesh perspective as soon as your Admin uses our platform and initiates the first payout.  

Manual Setup

1. Enter the bank location and currency then click the Manual Setup button.

Note: Currently, the location needs to be United States, and the currency is USD. 

2. Add you bank details then click on the Next button. 

3. Review the data then click on the Done button. 

4. If all went went your bank account is added but needs to be verified.

Notes:

• When data is entered, you can View the details or Deactivate it (i.e., unlink).

• The payouts option needs to be configured in the Mesh backend and enabled by your Mesh Administrator. 
• If enabled and configured, the My Reimbursement page will advise that the Reimbursements are paid directly to your bank account through the Mesh platform.  

Notes:

• Micro Deposits is not supported as a verification method for adding a personal bank account. 
• If you have questions or need assistance contact our team via email at Support@meshpayments.com