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
- Go to Settings > Payment Accounts > External Accounts.
- Click New Payment Method (or Add bank account if this is your first one).
- 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.
- 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.
- For international accounts:
- Enter country-specific fields such as IBAN, SWIFT/BIC, and other required details.
- Submit the form.
What Happens Next
- 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.
- 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.
- You can also add a new bank account from within a payment flow when selecting a payment method.