Fleetio Vendor Portal: Connect a Bank Account

Connecting your bank account to the Fleetio Vendor Portal enables you to receive fast payments from multiple sources in addition to cbCharge payments.

Benefits

• Multiple payment options: Accept additional payment methods alongside cbCharge, giving you access to more fleet business.
• Secure processing: All financial information is securely handled through Stripe, a trusted payment processor
• Daily payouts: Funds are automatically deposited into your account daily

Connecting Your Bank Account

Before connecting your bank account, make sure you have the following:

• An active Fleetio Vendor Portal account
• Your business information (EIN for companies)
• Access to your bank account credentials
• A mobile phone for security verification

Step-by-Step Instructions

1. Log in to your Vendor Portal account
   To get started, head to fleetio.com/vendors to set up a Fleetio Vendor Portal Account.
2. Connect your bank account in one of two ways:
   • From the Dashboard: Click the green Connect your bank button in the banking notification banner
     
   • From the Activity tab: Click the Connect your bank button in the top banner
     
3. Set up two-factor authentication
   • Enter your phone number
   • You will receive a verification code via text
   • Enter the verification code to complete the setup

4. Select your business type
   • Click the Business Type dropdown menu and select Company, Government Entity, or Non-profit
     
   • Click the Set Up Now button to continue
5. Complete secure verification
   • Click the Add information button to be directed to a secure payment setup page
     
   • Enter your phone number for verification
   • You will receive a six-digit security code via text message
   • Enter this code in the verification field

6. Enter your business information
   • For companies: Provide your Employer Identification Number (EIN) and business website (shown below)
   • For government entities or non-profits: Provide the requested identification information
   • Complete all required fields
     
   • Click the Continue button when finished
7. Connect your external bank account
   1. Use search or click on your financial institution to sign in directly to your bank through the secure interface
      -or-
   2. Manually enter your account number and routing number for micro-deposit verification

• Follow the prompts to complete your bank account verification
• Once your account is linked, click the Continue button

8. Review and accept terms
   • Review the account agreement
   • Click the Agree and Submit button to continue

9. Confirmation
   • Once complete, you'll be returned to the Vendor Portal dashboard
   • A new Payout History tab will now be available in your Vendor Portal navigation

Managing Your Payouts

• Payout schedule: By default, all payments are processed and deposited into your account on a daily basis
• Viewing payout history: Navigate to the Payout History tab to view a complete record of all transactions

Frequently Asked Questions

Is my banking information secure?

Yes. Fleetio partners with Stripe to securely handle all financial information.

Can I change my connected bank account?

Yes. If you need to update your bank account information, contact support@fleetio.com for assistance.

Are there any fees for connecting my bank account?

There are no fees for connecting your bank account. Fees may apply to certain payment methods.

What if I need help during the setup process?

If you encounter any issues during setup, please contact Fleetio Support at support@fleetio.com or call (800) 975-5304.