Linking Third-Party Apps

How to add your Everwise account to Venmo & send funds to other Venmo users.

Before you begin:

1. Make sure to download the most recent version of the Venmo app.
2. Go through the steps laid out by Venmo to create a Venmo account.
3. Keep in mind the Venmo app will only let you send and receive money from other Venmo users.
4. And while there may be multiple paths of adding your Everwise account to Venmo, the following steps are the most direct option.

How to add your Everwise account to Venmo

1. From your Venmo home screen, tap on the Me (Profile) Icon in the bottom right corner.

2. From the Profile screen, tap on the Gear Icon in the top right corner.

3. Tap on Payment Methods tab.

4. Tap on Add a Bank or Card.

5. While you can technically add a debit or credit card, to add your Everwise account to Venmo (and avoid additional charges) tap on Bank.

6. To add your account using micro transactions, tap on VERIFY BANK MANUALLY INSTEAD.

IMPORTANT:

• Make sure to have at least $2 in your account to avoid overdraft or other
  bank fees.
• Micro transactions can take between 1-3 days to complete.
• If micro transactions don’t occur, the account details could have been
  entered incorrectly.

7. Once your micro transactions have occurred, return to your Payment Method screen and tap on the account you are attempting to verify.

8. Tap on Verify (this is also where you would go to Delete the account).

9. Enter the 2 deposit amounts from Venmo in chronological order and click Verify.

IMPORTANT:
Do not enter a decimal, just start entering the cent value of the deposit. Venmo will format it for you.

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YOU HAVE SUCCESSFULLY ADDED YOUR ACCOUNT! You can return to this screen to delete the account at any time from your Venmo account.

How to send money through your Venmo account

1. From any of the primary Venmo screens, tap on the Pay/Request “V” button.

2. In the search bar at the dop of the screen, search for other Venmo user(s) by NAME, USERNAME, EMAIL, PHONE.

IMPORTANT:
It is generally best practice to communicate with the recipient to verify the NAME, USERNAME, EMAIL or PHONE NUMBER they use for their Venmo account.

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3. Below the search tool, you will be presented with results. Once you have found the user tap on their user info.

4. At this time, you can enter a dollar amount to the right of the user's name (red arrow) and a note for the transaction (teal arrow). After this you can tap PAY (yellow arrow).

IMPORTANT:
You will have the option to tag users in the note, adjust visibility of the transaction and other options.

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5. Next, you will verify all the information, including the account you are transferring the funds from (this can be changed by tapping on the account at the bottom of the screen), and then tap on PAY (USER) $XX.XX.

6. At this point you should receive a confirmation alert at the top of the screen and the transaction can be found in your list of transactions.

Before you begin:

1. Make sure to download the most recent version of the Cash app.
2. Go through the steps laid out by Cash app to create a Cash app account.
3. Keep in mind the Cash app will only let you send and receive money from other Cash App users.
4. And while there may be multiple paths of adding your Everwise account to Cash app, the following steps is the most direct option.

How to add your Everwise account to the Cash App

1. From your Cash App home screen, tap on the Profile Icon in the top right corner of screen.
2. Scroll down to Linked Banks and tap on it.
3. Tap on Link Bank.
4. You will be presented with a plaid auto link screen, tap Continue.
5. When you are presented with a list of banks, tap on the X button in the top right corner of screen. This will give you the option to link your account with alternative credentials.
6. At this point you will presented with the option to add your account with a routing number and account number. First, enter your Routing Number and tap Next.
7. Enter your Account Number and tap Next
8. Confirm your Account Number and tap Add Bank

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IMPORTANT:
If you need to remove the account, you can tap on the account on the Linked Banks screen and Cash App will prompt you to Remove Bank or to Replace Bank.

Take these steps to make the connection:

1. Navigate to the respective Intuit site or mobile app.
2. Choose the option to link your financial institution, and
3. Type “Everwise” in the search bar and select it from the list of institutions. You may need to scroll through the options listed to find it.
4. You’ll be prompted to enter your Everwise online banking login credentials and receive a code for multifactor authentication to complete the linking process.

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Note:
If you were recently converted to our new mobile and online banking platform,
please ensure you are using your updated login credentials.