For best results, Rho recommends that you link any external account through the Rho platform, and not through your external bank.

Before you begin, please ensure the following:

• You are linking a business bank account, not a personal account, to your Rho account.

• The entity name on the account you are linking matches the entity name on your Rho account exactly.

To set up, as an admin, navigate to Organization Settings > External Bank Accounts, click Add New to connect your 3rd party bank account via Plaid. 

Linked-account transfers can take between  up to 5 business days to settle.

Note: If you have multiple checking accounts under one Business, you will not be able to directly link a "sub account" to an external account. All external accounts are linked to the Rho account as a whole (subs included). However, when going to "deposit funds" in your Banking tab using our linked account feature, you can choose which sub account to send funds to, and from which linked external account the funds will originate.

To deposit funds to your account via the linked account transfer option, first go to your Banking Tab. Select the account you'd like to deposit funds into, then click the "Deposit Funds" button. From there choose Linked Account transfer and enter your payment details.

If you're looking for instructions on how to pay your credit card balance, refer to this article. 

To learn about setting up automatic card payments, please read these instructions. 

Updated June 29, 2023 18:58