There are 2 major steps you need to do to set up the send check feature.

1. Connect your bank account to be used for sending checks.
2. Complete the set up of the send check feature with the routing and account number.

Connect Bank Account

1. Visit the “Financial Accounts” page from the “Accounts” tab on the left-hand navigation panel.

1. Click “New Account” on the top-right corner of the “Financial Accounts” page.

1. Choose either “Finicity Connect” or “Plaid” and follow the instructions to connect your bank account. You can try using “Finicity Connect” first and if you are unable to connect you bank account, then try “Plaid”.

1. After connecting your account, it should appear in the “Financial Accounts” page.

Complete Set Up of Send Check Feature

1. Visit the “Bill Pay Settings” page from the “Bills” tab on the left-hand navigation panel.

1. Click on “Paper Checks” and then “Continue”.