How does a client intiate adding an external account manually to their Quontic account? Website or Quontic Mobile App

Online Banking Platform Instructions

Access the Online Banking Platform Login website

Enter Username

Enter Password Click on Log in

2. Click Transfer & Pay

3. Click on Transfers

4. Click on More Actions

5. Click on Add Account

6. Click on Manually Add Account

The client will be provided with the following expectation message: “Enter your account number and routing number. Verification can take up to 3 days.”

7. A pop – up will display and the client must select an Account Type Details

Checking

Savings

8. The client will need to enter the following information of the account you would like to link from another institution:

*All fields are required to be filled The client must click on Continue, to finish the set up

Routing Number

If the system doesn’t recognize the routing number the client will receive an error message stating “Invalid routing number. Try again.”

Kindly request for the client to verify if they are putting in the correct routing number

Account Number

Confirm the Account Number

Nickname

9. Select Continue (Continue will only appear Green once all information has been enterered)

10. The client will be prompted to confirm their identity

They can choose to receive a verification code via text, email, or a phone call

11. Select Send Code after choosing the delivery method

12. Enter the code and Select Verify

13. The client will then see a processing screen, no action is needed from the client

Once processing is complete, the next page will load automatically The client will see the account details displayed but the information cannot be edited

14. A confirmation page let’s the client know the next steps to complete the process of confirming their external accont

Step 1 – Two deposit transactions will be sent to the external account

It may take up to three business days to appear in the transaction history

Step 2 – Go to Settings and click on the Accounts tab to confirm the external account

Website Instructions

Access the Mobile App

Enter Username

Enter Password

Click on Log in

2. From the Bottom Action Bar, the client will select Transfers

3. Select Add Account

4. Click on Manually Add Account

The client will be provided with the following expectation message “Enter your account number and routing number. Verification can take up to 3 days.”

5. The client must select the Account Type Details

Checking

Savings

6. Enter the following information:

Routing Number

If the system doesn’t recognize the routing number the client will receive an error message stating “Invalid routing number. Try again.”

Kindly request for the client to verify if they are putting in the correct routing number

Account Number

Confirm the Account Number

Nickname

*All fields are required to be filled

7. The client must click on Continue (Continue will only appear Green once all information has been enterered)

8. The client will be prompted to confirm their identity

They can choose to receive a verification code via text, email, or a phone call

9. Select Send Code after choosing the delivery method

10. Enter the code and Select Verify

11. The client will then see a processing screen, no action is needed from the client

Once processing is complete, the next page will load automatically The client will see the account details displayed but the information cannot be edited

12. A confirmation page let’s the client know the next steps to complete the process of confirming their external accont

Step 1 – Two deposit transactions will be sent to the external account

It may take up to three business days to appear in the transaction history

Step 2 – Go to Settings and click on the Accounts tab to confirm the external account