You add your bank by typing its routing and account numbers. Click Add Bank Account, fill in the form, check the numbers on the review screen and click Save bank account. There's no test deposit to wait for. The account can receive payments as soon as it's saved, and a payment that was only waiting on your bank is released on its own.
Add your bank
During setup this is the "Connect a bank account" step. If you've already finished setup, sign in at app.cleo-pay.com and go to Settings, then Bank Accounts.
- Click Add Bank Account.
- Enter the Account Holder Name, the name on the bank account.
- Enter an Account Alias Name. This is only a label for you, like "Business checking".
- Pick the Type: Checking or Savings.
- Enter the Routing Number (9 digits) and the Account Number.
- Click Review bank details.
- On "Check these numbers before you save", compare the name, routing number and account number with a check or your bank's app. Click Edit to fix anything.
- Click Save bank account. You'll see "Bank account added successfully".
During setup, click Continue to move to the last step. If a payment is waiting for you, see Your payment is waiting: finish setting up to get it for what happens next.
If the form won't save
| Message | What to do |
|---|---|
| Invalid routing number | Check all 9 digits. Your bank's routing number is printed on your checks and shown in your bank's app. |
| Account number must be 4-17 digits | Check the account number. It's usually on your statement or in your bank's app. |
| This is the routing number. Enter your account number here | You typed the routing number twice. Put the account number in the second box. |
| Enter the name on the account, not a number | Type the account holder's name in the first box. |
| This account was returned by the bank as not valid. | A payment to these numbers already came back. Use a different account. |
Change the bank you're paid in
Payments go to your default bank account.
- Go to Settings, then Bank Accounts.
- Add the new account with the steps above.
- On the new account's card, open the menu and click Set as Default.
- To remove the old account, open its menu and click Delete.
You can't delete your default account while you have others. Make another one the default first. You can have up to 9 bank accounts.
Still stuck?
Email support@cleo-pay.com with the name of the business that's paying you. Don't put your full account number in the email.
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