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How to Fund From Admin Site

You are able to create a transfer or a scheduled transfer from the Administrator Site. Funds will deposit to your PEX account in four (4) business days. If your bank rejects an ACH request, they may charge you a fee (e.g. for insufficient funds). In addition, PEX will charge a Transfer Request Return Fee of $25.    

How to create a transfer

  1. Click: "Transfers" tab
  2. Click: Make a transfer
  3. From account: select an external bank account from the drop-down list
  4. To account: the PEX account is pre-selected
  5. Enter amount to transfer
  6. Click: Transfer

How to create a scheduled transfer

  1. Click: "Transfers" tab
  2. Click: Make a transfer
  3. From account: select an external bank account from the drop-down list
  4. To account: the PEX account is pre-selected
  5. Enter amount to transfer
  6. Click the checkbox: "Make this a scheduled transfer"
  7. From the drop-down, select the frequency for creating the transfer, e.g. every 1st of the month, every Monday, etc.
  8. Click: Transfer
  9. Important: Scheduled transfers are specific to the external bank account. If your bank account on file changes, you must delete the scheduled transfer and create a new one.

If you need to add funds to your PEX account faster, you may find the following articles useful; "How to Fund by Wire Transfer" or "How to Fund by Bank ACH.