Knowledge Base - 2Checkout - Banking Wizard

Banking Wizard

This article will walk you through how to use the banking wizard.

  1. Login to your 2Checkout Account.

  1. Click the Account Tab

  1. Click the Bank Account Sub-Tab

  1. Scroll down until you see the Banking Wizard Button

  1. Click the Banking Wizard Button

  1. Select your Bank Location in the dropdown menu

  1. Select your Payment Method

    1. Click Continue


  1. Enter the information for the account

    1. Valid Payee Name:  This is the user setting up the banking information

    2. Pay to the order of: This is the person whose name is on the Payoneer account

    3. Release Level: This should be set to to the level that you want to be paid out

    4. Select the Payee Authorized:  This is the digital signature that allows for the payment to be made

    5. Click Continue


  1. Enter the name for your payment Profile

    1. Click Save Profile

  1. You will get a final window informing you that the payment profile has been created.

    1. Click Close Window

  1. Set the Payment method live

    1. Click Set Live next to the Payment Profile

  1. It will look like this when it is Live



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