Taulia experience center

Article Number: 000008004

Note - If you see "Apply Change", you must select this option in order to continue. If needed, you can change the bank information again using the instructions below.


To add/update your bank information in the portal, follow the steps below:

1 - Log onto the Home page of the portal

2 - Go to My Details > Bank Accounts (if you have more than one vendor account merged on the portal you will need to choose which account you want to view)

3 - Click Add Bank Account if no information is listed  

4 - Click Update if you need to change your bank details

5 - Enter required information:
 

6 - Click Next: Verify Bank Data

7 - Click Attach File and upload supporting document such as a voided check or bank statement. (Must be in PDF format)

• You must "save as" your attachment file name as the bank account number you are updating.

8 - Click Review and Save

9 - Click Complete and Save

Your customer will receive and review the change you submitted.