Adding a bank account

  1. From the Provider Portal, select the Menu The Menu button button, then select Banking information.

    The Banking information window is displayed. Its appearance depends upon whether an account exists or if you are creating your first account.

    The Banking information window with an existing account

    The Banking information window with no account set up

  2. Select Add Account.

    A second Banking information window is displayed. This window contains a Step 1 Account details section.

    The direct deposit - new account window

  3. In the Transit number field, enter your five-numeral transit number.

    Your bank may also refer to this number as the branch number.

    For help locating your Transit number, Bank number, and Account number, select the Cheque Cheque iconbutton to display an image of a generic sample cheque that illustrates the position of transit number, bank number, and account number. If you bank with TD Canada Trust, exclude the 4-digit designation number that precedes your 7-digit account number.

  4. In the Bank number field, enter your 3-digit bank number.

    Your bank may also refer to this number as the institution number.

  5. In the Account number field, enter the number of your chequing or savings account.

    This number has up to 12 numerals. If you bank with TD Canada Trust, exclude the 4-digit designation number that precedes your 7-digit account number.

  6. Select the Browse button to the right of the Cheque field, then select a legible image of a void cheque or a bank form from any type of bank account.

    The following file types are supported: .pdf, .doc, .docx, .jpg, .gif, .bmp and .png. The image's file name must contain alphanumeric characters only, and its size cannot exceed 5 MB. Your request will not be processed if a void cheque or bank form is not uploaded.

  7. Select Next.

    A third Banking information window is displayed. This window contains a Step 2 Account verification section.

    The Direct deposit - Step 2 Account verification window

  8. Review the text, then select Submit.

    The account validation in progress panel appears.

    Account validation in progress panel on the Banking information window

    Within an hour, you should receive an email from TELUS confirming that you have provided your account information. The email also outlines the next steps for you.

    A confirmation email is sent once the deposit has been recorded by your bank. Reminder emails will also be sent after 3 and 6 business days. Up to 48 hours after the account is set up, a notification is displayed on the home page identifying the deadline for completing the penny transaction. If you fail to confirm the deposit within 7 business days after you receive the email from TELUS, the account will be marked as expired, and you will need to reinitiate this process.

    Required action message within the My Profile section