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Use company owner or admin access in employer view. Follow the bank requirement in your retirement checklist, or open Settings → Billing and find Bank Connection. Bank connection becomes available during Retirement Benefits setup. If it is locked, follow the company-review requirement shown. No bank connection required on Billing means the connection is not required there for your current product setup.

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Choose a connection method

Read Payment Processing Terms and the linked Connected Account Terms. Accept only if you are authorized to do so for your company. When Plaid (recommended) is available, select it and choose Connect Bank Account. Follow the bank-selection and authorization prompts in Plaid, then return to Redii and check the bank and account shown. If the provider still needs to verify the connection, follow its displayed status before treating the account as ready. If Manual verification (micro-deposits) is offered, use the steps below. Available methods can vary.

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Start manual verification

  1. Select Manual verification (micro-deposits).
  2. Review Account holder name and enter Account number and Routing number (ACH) using the intended bank account’s records.
  3. Read Authorize direct debit and authorize only if appropriate for your company’s account.
  4. Check the details before selecting Send verification deposits.
  5. Follow the confirmation and wait for the two deposits to appear on the actual bank statement.
The account-holder name comes from the registered company information and cannot be edited in this form. Contact support if it is wrong. Do not guess verification amounts or start another connection because deposits are not immediately visible.

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Enter the verification amounts

  1. Select Enter amounts on the Verify your bank account task on the dashboard or Billing page.
  2. Check the account’s last four digits.
  3. Find the two verification deposits from AIRWALLEX on the bank statement.
  4. Enter First deposit and Second deposit as dollar amounts between 0.01 and 0.99 USD. Either order is accepted.
  5. Select Verify account and wait for the result.
  6. Check for Bank account verified, then return to the retirement checklist for any remaining requirements.
The screen shows remaining attempts. After an incorrect entry, check the statement before retrying. Completing bank verification does not itself prove that a contribution has been collected or invested; check contribution status separately.

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Resolve a failed or interrupted connection

For a failed connection, follow Try again, Retry Link, or Reconnect Bank only when that action is shown. After failed manual verification, use the displayed options to re-enter bank details, try Plaid if available, or contact support. For a name mismatch, check the correct account-holder details with Redii. If you need to disconnect a connected account, review Disconnect bank account? before selecting Disconnect account. The confirmation explains that future bank transfers stop until a new account is connected. Check outstanding retirement activity with Redii before changing the funding connection. Billing also shows the recorded currency, cycle, and billing email when a billing profile exists. If payment history is unavailable or you need an invoice or correction, contact support. Share the company, error, and masked account reference; keep full bank details out of ordinary support messages.