How do I update my banking information?

Here are the steps to update your banking information.

  1. On the Namely homepage, click My Profile.

  2. Click Banking Information.

  3. Click Update Banking.

  4. Adjust the necessary fields to update your banking information.

  5. If you are allocating funds to multiple institutions, click +Add Additional Account to enter in the additional account information.

  6. Please ensure one of the accounts is set to Remaining amount in the drop down selection for the distribution amount.

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