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How to change the bank account for bank product already set up

Level 1

I have all set up my business bank account that we will use for bank products.

After all set up now we need to change la account for security purpose. My bank of the products say

del can not change because that have to be done true my software, in this case proseries.

Any one can help me this this?




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3 Replies 3
Level 8

Click E-File>>Pay-by-refund>>Options  This will open up the enrollment options window

Click the Go to My Account button and it will open your account in Intuits website

Click pay-by refund under >Products

You can manage your account through the vendor you applied with here.

Hope this helps.

Level 2

That's the correct way to do it.  Not sure why ProSeries is 'managing' that information because it was almost real-time when you change it with your bank provider.  Now, it's at least a days wait for the information to update. 

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Level 1

Yes, this was helpful and the correct steps to update and change your bank account information to get paid via RTP bank product service fees.

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