Overview
Connecting your bank account with TravelJoy enhances the platform's safety and security and enables new features. The process is secure and takes only one click through Plaid. 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.
Why should I connect my bank account with TravelJoy?
This process enhances TravelJoy's safety and security for you, your clients, and other TravelJoy members. This additional verification will allow TravelJoy to verify the health of your business and offer exciting new features, such as travel insurance and gift cards for trip planning fees.
Is it private and secure?
Yes! TravelJoy is using Plaid to connect your account to TravelJoy securely and privately. Plaid uses bank-level security to protect your account, and your credentials are never stored or accessible by TravelJoy.
Does it take a long time to connect?
Setup is pretty 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 do have a workaround available.
In lieu of connecting your bank account to TravelJoy, you may also verify your transaction history and business health by submitting your most recent six (6) months of bank statements. You can submit these statements by visiting the "Verify bank account" section in Settings -> Direct Payments and locating the link that says "Having trouble connecting?".
Can I opt out of verifying my account?
We understand that sharing sensitive data requires thorough consideration. In order to unlock specific 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.
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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