Updates have been made to allowing you to securely and seamlessly enter all of the necessary personal and bank details we need to ensure you get paid. Please note that we are required to collect certain information for regulatory and tax compliance reasons. 

Protecting your personal information is our top priority which is why we use bank level security to keep your information safe!

Once you've started the payments on boarding process please follow these steps:

1. Provide your personal and contact information so we can send you important tax documents at tax time.

2. Start typing your address and select the correct address to auto-fill.

3. Select your Tax ID type and enter your Tax ID number. If you are an individual, your Tax ID type is your social security number. If you are signing up as a business, your Tax ID type is your Employer Identification Number (EIN).

Once you enter this information, you will be prompted to link a payment method.

Signing up with a U.S. Bank account

If you would like to receive earnings in your US based bank account, we need your direct deposit information. You can always enter your bank account information manually rather than signing up with your online bank login by clicking the "Manually Enter" button at the bottom of the signup screen.

1. Choose your bank

2. Connect to your bank

3. Verify your account

Or choose to add your account manually:

1. Select "Add Account Manually" at the bottom of the bank list

2. Enter your information in the fields below

3. Confirm that you are Payable

Once complete, you will see a message pop up that your account information has been saved and your profile will show a "Payable" Bank Details section:

Edit Bank Information

Should you need to edit, you can do so from here and follow the same process as above.

Simply click 'Edit Profile' and select Bank details. You'll have the option to click 'Edit' which will allow you to change your bank information. 

FAQ - Signing up with an International Bank Account 

What is an IBAN? IBAN (International Bank Account Number) is used as a standard format across the UK, Europe and many other countries to streamline and standardize international payments.

How do I find my IBAN? If you don't know your IBAN, you should be able to find it by logging on to your online banking or mobile banking, selecting an account, and viewing the account details. It may also be found on your paper account statement.

Will there be an issue if the name on my Shortlist account is different than the name linked to my bank account? Please make sure the name associated with your Shortlist account also matches your linked bank account. For example, there may be payment delays if your individual name is listed in Shortlist but your bank account is under your business name. If your name in Shortlist does not match the name on your linked bank account, please contact payments@shortlist.co as soon as possible.

Once you've set your country to be outside of the U.S, you will be able to enter your IBAN or Search for your bank

What should I do if I do not see my bank branch listed in the search results? Please make sure you have entered the correct city and bank name. You can filter the branch results by searching by routing number (also known as national code or sort code in many countries) or branch address. As long as the national code is correct, you can update the address fields for your branch if needed. If your branch is not showing in the search results, please contact payments@shortlist.co and we’ll help you get setup!

Bank Details FAQ for Businesses