Adding and Verifying Your Bank Account

Securely link your bank account for seamless payments in Kindertales

Overview

Kindertales provides a few options for adding your bank account as a payment method depending on your banking institution and if you are located in the US or Canada. The first option is a tool called PLAID that works with various major bank institutions in the US. For Canadian users Stripe can also easily link to a variety of major banking institutions. All you will need for either of these options is your online banking credentials. If you bank is not available to be added via PLAID or Stripe please refer to Option 2 below to manually link your account.

Option 1: Adding Your Bank Account via PLAID (US) / Stripe (Canada)

1. Sign in to Kindertales on a desktop computer or laptop
2. Click Billing in the main menu
3. Select Payment Methods from the Billing sub menu
4. Select Add a Payment Method and choose Bank Account

   Available payment method options are controlled by your care provider

   
   
   
5. Fill out the form with your details and click Link Bank Account
   
   
   
   
6. The PLAID or Stripe interface will open; select your bank and sign-in using your online banking credentials
7. Select the account you wish to use from the options provided and click Continue
8. You’re all done!

Plaid Interface (US)
 
Stripe Interface (Canada)

If your Bank was not an available option in the PLAID or Stripe interfaces please use Option 2 below to manually add your account.

Option 2:  Adding Your Bank Account Manually – Part 1

If your bank account is not available in the Plaid interface you will have to manually add your account. This process will require you to have your bank account information on hand such as branch, account and transit numbers. After you submit the request to link your bank account two small deposits will be made into the account you specified. Once you see those deposits in your bank account, return to the payment method manager to verify your account. Follow the instructions below for more details.

1. Sign in to Kindertales on a desktop computer or laptop
2. Click Billing in the main menu
3. Select Payment Methods from the Billing sub menu
4. Select Add a Payment Method and choose Bank Account

   Payment method options are controlled by your care provider

   
   
   
5. Fill out all the Billing Information and then click Submit Link Request
   
   
   
6. There should then be a small pop-up. Click on manually verify.
   
   
   
   
7. Have your Transit Number, Institution Number, and Bank Account Number on hand and complete the form and check that all provided information is accurate and complete before submitting
   
   
   

   Please ensure you are using a browser that is not Internet Explorer. There should be no spaces or dashes in your Transit, Institution, and Bank Account Number when entering it.

Option 2: Verifying Your Bank Account – Part 2

1. Keep an eye out for two small deposits made to your bank account, once these have appeared you can verify the bank account. The deposits typically arrive in your bank account 2-3 days after submitting your bank account into Kindertales.
2. Return to the Payment Methods section of Billing
3. Your bank account will appear on the list of available payment methods
4. Click the Verify button next to the account
   
   
   
   
5. A pop-up will appear asking for the amounts of the small deposits made to your bank account. Enter them exactly as they appear and click submit.

   You must verify your account within 10 days of receiving the micro-deposits or you will need to add your account again

   
   
   
   
6. Your bank account should now be linked