To receive direct Reimbursement payouts from Float, spenders first need to have their bank details for payout configured. Administrators can add (but not view or edit) another user's banking information, or any user can add (or edit) their own banking information.
Adding a Spender's banking information as an Administrator
- Log-in to app.floatfinancial.com
- Choose "Users" from the left sidebar and click a user.
- Under "Connect Bank", click "Edit".
- Enter the institution, transit, and account numbers, then click Connect Account. Currently only Canadian accounts are supported for Reimbursement payments.
Note: No user (including Administrators) can view or edit another user's already-added banking information. After an Administrator adds a Spender's banking information, it can only be edited by the Spender themselves.
Adding your own bank account information
Employees can connect their bank account through Plaid or by configuring the connection directly:
- Log-in to app.floatfinancial.com
- Go to your Profile by clicking your initials in the upper-right corner of the screen or by navigating to Settings > Profile.
- Sign into your bank via Plaid to instantly connect your account, or choose Connect Account to enter your banking details manually.