GrantSmith Grants Portal

How to Manage US (Domestic) Bank Accounts 

Updated on

How do I add a New US/Domestic Bank Account?

The Grant Portal enables invited applicants and grantees to update banking account information and also deactivate accounts that are no longer valid.

Please note only the contact associated with your organization will have the user rights to add or update organization profile and related records.

  1. Once in the Portal, select Organization Profile from the top navigation bar.

How to view active bank accounts

  1. Scroll to the bottom of the record to the Banking Information tab.
  2. View all Active Bank Accounts.

How to add new US banking information

  1. Scroll down to the bottom of the record to the Banking Information tab.
  2. Click [Add New].
  1. Select Bank Type:
  • US - Domestic bank in the United States

If your bank is not located in the United States or does not use IBAN numbers - please select International. It is not a requirement to have a corresponding or intermediary for these accounts.

Enter US bank account details

Field Description
Nickname (optional) An alias or acronym for the bank account that allows you to quickly identify. 
Bank Name (required) The legal name for the financial institution
Account Holder Name (required) The name of the organization or individual that owns the bank account. This must match the name on record with the financial institution to ensure proper processing.
Account Number (required) The unique number assigned by the financial institution to identify the bank account.
ABA Number (required) Enter the nine-digit code used to identify the financial institution. Please note that this will ensure that this number is matched to the bank name.
Street (required) Street address of the Bank or Branch
City (required) City for the address of the Bank or Branch
Zip/Postal (required) Zip and/or postal code of the Bank or Branch
Country (required) Country for the address of the Bank or Branch

How to deactivate a bank account

  1. Scroll down to the bottom of the record to the Banking Information tab.
  2. Find account to deactivate.
  3. Click on the action arrow and select Deactivate.
Previous Article Equivalency Determination (ED) Pre-Screen
Next Article How to Manage IBAN Bank Accounts
Go to the Grant Portal Grant Portal