How to change your organization’s bank account information

  • Updated

If you need to change your bank account information, follow these steps: 

  1. Visit analytics.givelify.com and sign in to your organization’s account. 
  2. Select Settings > Bank info.
  3. On the Next-day deposit page, select Replace Account.
  4. Enter your new Routing number and Account number.
  5. Click Upload Document to upload your voided check or bank verification letter. 
    Note:  Your organization’s name and address must be printed on the voided check or bank verification letter. 
  6. Optionally, you can change your billing address. Select Edit in the Legal Address field and enter your new address. 
  7. Select Save. 

Givelify will update your bank account information and send confirmation to the email addresses associated with your account. 

Note:  Deposits will continue to be made to your old account until the new account has been processed. 

 

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