Adding an Account

If you want to add another account to your Solid banking services, it's super easy. 

  1. From either the Accounts screen or the Overview screen, click Add Account.
  2. Select whether to add the account to Personal or your Business, if applicable.

  3. Enter an account name so you can easily recognize the account.
  4. Switch on the slide for Send Card by Mail if you wish to have a physical charge card sent to you. This is off by default because you can always create and use virtual cards if needed,
  5. Click Next, and your account and routing numbers will be displayed.


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