Coming from here, we need to add support for manual US personal bank accounts in NewDot. We support both Plaid and manual US personal bank accounts in OldDot. We support Plaid and manual for US business bank accounts in NewDot, but only Plaid for US personal bank accounts in NewDot now. We also need to begin collecting name, address, and phone number associated with the bank account in situations where it's not already on file. Final mocks:
Updated Plaid US personal bank account flow
New manual US personal bank account flow
Notes on changes
- We'll add the "Streamline payments" page to the personal bank account flow when you select United States in the country selector. This is an existing page we use with business bank accounts. We'll change the copy on it to fit personal bank accounts.
- Selecting "Login to your bank" will open the existing Plaid flow.
- Selecting "Connect manually" will open a new page to collect account and routing for a personal bank account. This is the same as the page where we collect these for a manually connected business bank account. Some details:
- I believe we do a backend verification of the account and routing submitted here in Expensify Classic. We should do the same here.
- Both fields will be required.
- After the new "What are your bank account details?" page in the manual flow OR the existing "Choose your bank account" page in the Plaid flow, we will ask for name, address, and phone number because we need to collect them to process certain payments. We already do this in Expensify Classic. Some details:
- This applies to both the Plaid and manual flows.
- These will be our standard name, address, and phone number components. All will be required
- We'll fill Profile > Private with the name, address, phone number collected here, similar to how we do with other forms in the product.
- We'll also store these details in the same place we do as the name, address, phone number collected when setting up a US personal bank account in Expensify Classic.
- The user will then land on our standard confirmation page. Proceeding on the confirmation page will add the bank account and land the user on the existing success page.
- If we already have the user's name, address, or phone number from Profile > Private on file, we'll skip the page(s) for whichever we already have, since the user can still edit them on the confirmation page, should they so choose.
- If they edit their name, address, or phone number that's already on file in this flow, we'll update them in Profile > Private with the new details.
Upwork Automation - Do Not Edit
- Upwork Job URL: https://www.upwork.com/jobs/~021986159927248666358
- Upwork Job ID: 1986159927248666358
- Last Price Increase: 2025-11-05
Issue Owner
Current Issue Owner: @joekaufmanexpensify
Coming from here, we need to add support for manual US personal bank accounts in NewDot. We support both Plaid and manual US personal bank accounts in OldDot. We support Plaid and manual for US business bank accounts in NewDot, but only Plaid for US personal bank accounts in NewDot now. We also need to begin collecting name, address, and phone number associated with the bank account in situations where it's not already on file. Final mocks:
Updated Plaid US personal bank account flow
New manual US personal bank account flow
Notes on changes
Upwork Automation - Do Not Edit
Issue Owner
Current Issue Owner: @joekaufmanexpensify