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Setting up your Payment Method
What You Need to Set Up Your Payment Method
What You Need to Set Up Your Payment Method

A short list of necessary items to set up your payment method in the Pearl Health application

Ben Troen avatar
Written by Ben Troen
Updated over a week ago

In order to onboard the bank account you’d like Pearl to deposit funds to, you will need:

  1. Your Pearl Health app credentials (must be a Primary Admin or Financial Admin user)

  2. The login credentials of your financial institution’s online account and access to any additional verification factors (usually a phone number for a code or security Qs)

  3. Have decided which account you’d like funds to flow to (e.g. Checking)

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