With this exciting transition, there are a few important steps to cross-check to ensure that your banking experience remains seamless.
Firstly, if you have any direct debits set up, please remember to update the associated settings with your new Thread routing and account numbers. Click on the small eye to view the full routing and accounting number.
This simple action will help you avoid any disruptions in your financial transactions and ensure that your bills are paid on time.
If you wish to have a physical debit card, you must request it through our user-friendly process. If you had a debit card previously, you'll be pleased to know that you now have immediate access to a virtual card. This virtual card provides a secure and efficient way to manage your online payments and transactions.
Click on the three-dot action menu button to request a physical debit card.
Lastly, for our Stessa Pro subscribers paying with Cash Management, it's crucial to update your payment method on the Subscription tab with the new Thread Cash Management account info. This step will ensure that you continue to enjoy all the benefits of your subscription without any interruptions. We are committed to making this transition as smooth as possible for you, and our dedicated support team is available to assist you with any questions or concerns you may have.
Once again, congratulations on migrating to Thread! We appreciate your trust in us, and we look forward to providing you with an enhanced banking experience. If you have any further queries or need assistance with any of the mentioned steps, please don't hesitate to reach out to our customer support team.
What happens if I did not upgrade and now my account is closed?
You can re-apply for another Cash Management account with our new banking partner. If you have a balance and your account is now closed, a check with the remaining balance will be sent to you. This may take a few weeks to be processed.
What happens when an institution doesn’t recognize a routing number?
When a third party doesn’t recognize a routing number, it’s likely because their system for validating these numbers isn’t using the latest version of the Federal Reserve’s bank routing directory. The third party will need to update their stale records.
The best solution is to contact the third party directly. We recommend the following language:
Hi,
I’m attempting to link my bank account through your service at [insert link here], but I’m getting an error message.
It seems like the system does not recognize the routing number [insert routing number here], which is valid, according to the Federal Reserve [FRB LINK]
Can you help me escalate this to your banking operations team?
Thanks,
[your name]