Overview
Connecting your bank account with TravelJoy unlocks direct payment features, including processing client payments and booking commissionable items such as Viator activities, hotels, and travel insurance. If your bank is not listed, you can submit bank statements instead. Bank account verification is required to access specific features, but you can continue using basic features without verification.
Is it private and secure?
Yes! Our third-party provider is PCI certified and uses bank-level security to protect your account, and your credentials are never stored or accessible by TravelJoy.
How do I connect?
Setup is quick and easy! To get started, follow these steps:
- Visit Settings -> Direct Payments
- Navigate to the "Verify bank account" section
- Add your account details
- Click the blue "Next" button in the bottom right-hand corner
- Click the option to connect your bank account:
Next, find your bank, type in your credentials, and click Continue:
That's it! Your account is now verified.
What if my bank is not listed?
If you cannot find your bank or credit union in the list, we can manually verify your account by reviewing account statements. This method requires a minimum of six months of continuous account history.
You can submit these statements by visiting the "Verify bank account" section in Settings -> Direct Payments. Look for the "Having trouble connecting?" link below the connection button. If you don't see it, refresh the page or contact support.
Can I opt out of verifying my account?
We understand that sharing sensitive data requires thorough consideration. In order to unlock direct payment features, we require bank account verification. This step is designed to keep TravelJoy safe for agents and clients alike.
If you do not wish to verify the health of your business with TravelJoy, you can continue using TravelJoy's basic features.
Can I remove or change my bank account later?
Yes! To remove your bank account from your TravelJoy account, reach out to our support team via email or chat. This information will be removed upon request.
Comments
8 comments
Hello, I’m having trouble setting up my bank account, it isn’t allowing me to move forward to the next step which is to choose my bank institution. I hit the connect my bank button but nothing happens, also I read to download a few statements in which I don’t have any statements available to me or I don’t know to download them, so is that a requirement to use this platform or can you help me get my bank information set up please and thank you.
Hi Kim, please reach out to our support team using the blue Support button or by emailing hello@traveljoy.com. We'd love to see how we can help!
Hi I am Canadian...Does Travel Joy currently have the capability to connect to Canadian banks?
Hi Shara!
At this time, TravelJoy can only connect through Plaid using US-based banked accounts. We are hoping to make changes in the future to expand this availability! While your bank account may not be available to connect, you are still able to utilize the vast majority of TravelJoy features without connecting your bank account 😁
Hello, I need someone to reset my bank so I can use plaid. I've tried to update the information in step one, but plaid continues to say "reconnect bank" with my old account, instead of using the updated information provided.
Hi Adina!
We would be happy to help you with your account. :) Please submit this request using the blue Support button in the bottom right-hand corner of your TravelJoy account or the Help Center when logged in so we can verify your account!
Thanks Heather,
I did that yesterday.
It says my account is linked but I can’t go to the next step( finish button not working ) how do I fix this
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