In order to receive reimbursement payments through SVB T&E, you must connect a bank account. We make payments via ACH, which is a direct deposit to your bank account.
Please note: If you already have approved expenses in your account, your payment will begin to process automatically after you add your bank account! There's nothing else you need to do after you complete this step.
To connect your bank:
1. Click your name in the top right corner and select Personal Settings.
Please Note: Bank accounts Bank accounts can only be added to SVB T&E via web browser; they cannot be added on the mobile app.
2. Select Bank Account from the Personal Settings menu on the left.
3. Click Connect Bank.
4. Follow the prompts to connect your bank.
Connect Using Your Online Banking Credentials with Plaid
Click Connect with Plaid to automatically connect to any listed bank using your online banking credentialsIf your bank does not come up when you search, connect manually following the instructions below.
After selecting your bank, you'll be asked to log in using your online banking credentials. This is a secure process (the credentials used here are not stored anywhere on our servers and you'll only need to do this once).
Please note: If you connect a Chase Bank account via Plaid, you may notice that the account numbers (last four digits) listed after you make the connection are not familiar to you. This is expected; to help protect its members from fraud, Chase Bank uses "substitute account numbers" when providing your bank account information to Plaid. Chase allows you to disable this feature, but leaving it enabled will not affect your ability to connect the bank account. If you wish to confirm this information, please contact your Chase Banker/Customer Service Associate.
Connect Manually
Click Connect to any US bank Manually to connect your bank using your account and routing number.
1. Enter your name, Routing Number, Account Number, and select your account type into the form.
- You'll need your checkbook or access to your online banking profile to find your bank account and routing numbers.
Note: Some banks have different routing numbers for paper, wire, or electronic transfers. Please be sure to use your electronic routing number.
2. Click Add Account.
You're all set! Your bank account is connected and you'll now be able to receive reimbursement payments.