Connecting a Bank Account for VendorPay Direct Deposit

All notaries have the option to sign up for Snapdocs VendorPay direct deposit.

Do You See a ‘Get Paid’ Link?

If you're working with a company that's enrolled in VendorPay or you've previously worked with a company that's now enrolled in VendorPay, you should see a Get Paid link in the left side-bar. Select Get Paid to set up your payment details for VendorPay.

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If you do not see a Get Paid link, this just means that you have not worked with a company that's enrolled in VendorPay yet! However, you can still sign up which will make it easier when you do work with a company enrolled in VendorPay.

To do this, go to your My Profile page, scroll down, and on the bottom right, select the Setup Snapdocs VendorPay button.Connecting a Bank Account for VendorPay Direct Deposit-2

Setting Up Your Payment Details and Connect your Bank Account

Step 1: Select Get Paid or Setup Snapdocs VendorPay and then select Get started

Step 2: The next step in setting up VendorPay is to provide and verify your payment details. This includes:

  • Specifying whether you'd like to receive payment as an individual or as a company. If you work for a company and payment should be made out to the company, please select Company.

  • Entering your birthdate.

  • Providing the last 4 digits of your Social Security Number.

  • Verifying or editing your street address.

Once you've filled in all of your information, select the I agree to the terms of service box and select Next to proceed.

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Step 3: Link your bank account you’d like to receive payments to with the following two options. 

  • Sign into your bank if you use a major banking institution and would like to connect your bank account. This process will be shown further below.

  • Use an account & routing number if you bank with a smaller bank or credit union to manually enter your routing and account number.

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Note: You will need to use a checking account, instead of a savings account. This is because savings accounts may prevent us from making deposits or have restrictions around direct deposits. You can link your bank account by either signing into your bank (if you use a major banking institution, like Chase or Wells Fargo) or manually inputting your account and routing number. 

Option 1: Link Your Bank Account By Signing Into Your Bank Account

Step 1: Select Sign into your bank to see if your banking institution is supported. Select the View More button at the bottom of the pop-up to see more banking institutions. If your banking institution is listed, select it to login into your bank. 

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Step 2: Enter your username and password then select Submit. 

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Step 3: If your login to your bank account was successful, you should see the following. Select on Select Account to choose which account you'd like to link to receive direct deposits into. Remember you will need to use a checking account, instead of a savings account.

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Step 4: You should now see a list of your savings and checking accounts. Select the account you'd like to use for direct deposit payments. Then, select Use Account to confirm that you'd like to use that account for direct deposit payments.

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If you've successfully linked your bank account, you should see a summary of your payment details.

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Option 2: Link Your Bank Account By Manually Inputting Routing and Account Numbers

If you do not use a major banking institution or don't see your banking institution listed, you can manually input your bank account's routing and account numbers. 

Step 1: Select use account & routing number to do this, and you should see the following popup appear. Fill in the necessary fields, including:

  • Routing number

  • Account number

  • The account holder's name

  • Whether the account holder is an individual or a business

Step 2: Select that you agree to allow Snapdocs to electronically credit your account, and if necessary, reverse any erroneous deposits. Then, select Save bank details to connect your bank account. 

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If you've successfully linked your bank account, you should receive a confirmation that says You're ready for Snapdocs VendorPay!