User guide · Employees and account holders using the Wellbytes app
Add and verify your reimbursement bank account
Open Bank Accounts in the Wellbytes app, enter the requested banking details, complete verification and check the account selected for reimbursements. Keep this account current so an approved claim can proceed through the required funding and payment steps.
Before you start
- Access to your own Wellbytes account in the official app.
- The account-holder name, account number, financial institution number and branch transit number from your banking records.
- Access to any account-ownership information requested through the authorized verification process.
Screenshots are earlier Wellbytes interface examples. Follow the labels and instructions in your current account.
At a glance
From bank details to a selected reimbursement account
Add details
Open Bank Accounts and enter the requested account information.
Complete verification
Follow the method requested in the official app or by authorized support.
Check selection
Confirm which accepted account will receive reimbursements.
Open Bank Accounts
From the app’s Home screen, open the navigation menu and choose Bank Accounts. Select Add Bank Account to begin.
Use your own account access. The illustrated app workflow concerns the bank receiving employee reimbursements; it does not authorize an employer funding debit.
Enter and check the banking details
Complete the fields requested by the form using your banking records. The illustrated form requests the following information.
- Account holder’s name, as it appears on the bank account.
- Account number.
- Financial Institution Number.
- Branch Transit Number.
- First Name and Last Name.
Review the information and select Submit
Check the account-holder spelling and every banking number before selecting Submit. Correct an entry error before continuing.
If the displayed fields or labels differ from the illustration, follow the current official app instructions. Submitting the form is a separate step from completing verification.
Complete the requested verification
Follow the verification method shown in the app or confirmed by Wellbytes support. Provide only the account-ownership information requested through that authorized process.
Do not assume a test deposit or reference-code transfer is required. Verification must be complete before reimbursements can be deposited; ask official support for the current verification timeframe if it is unclear.
Check the selected reimbursement account
Return to Bank Accounts and check the account’s verification status and the selected primary or default account. Adding an account does not necessarily verify it or change the reimbursement selection.
If your current app supports more than one bank account, confirm which account is selected before relying on it for a payment.
Review the account when your banking changes
Update the reimbursement details when you change banks or account numbers, using the current account-management process. Complete any requested verification and check the selection again.
If you cannot find the required action or a bank instruction is unclear, contact official Wellbytes support before entering replacement information elsewhere.
Check support for your bank and account
Use the supported-bank options actually shown in the app. A bank’s name or reputation does not establish that every account is supported or that the bank is a Wellbytes partner.
If your bank is unavailable, ask Wellbytes support which current options apply to your account. Do not assume a future integration is already available.
Keep banking information in the authorized process
Share account-ownership documents only when requested through the official app or authorized support process. Do not send banking documents to an unverified contact.
When reporting an error, describe the screen and message without posting full banking details in a public message.
Understand what bank linking changes
A verified, selected account supplies the destination for reimbursements. It does not make an expense eligible or confirm that every approved claim has already been transferred.
Claim review, required supporting documents, employer funding and payment processing still apply. Use the claim’s current status and the processing information provided for your account when checking a payment.
Before you finish
- Bank details match your banking records.
- Any requested verification is complete.
- The intended reimbursement account is selected.
- You know where to check a claim’s payment status separately.
Resolve a problem
| What you see | What to check |
|---|---|
| The bank or account option is not listed. | Ask official support about current supported options; do not select a different bank to force the form through. |
| Verification remains incomplete. | Check the actual verification request and ask support which step or document remains outstanding. |
| A claim is approved but the deposit is missing. | Check the selected verified account and the claim’s payment status, then ask support about the applicable funding or processing step. |
