Overview

The platform allows employees to receive approved reimbursements directly to their personal bank account. Once your account is connected, any approved reimbursement payments can be transferred to you automatically.

This setup is completed in the Custodia mobile app and only needs to be done once.

After a reimbursement payment is released by your company, you will receive a notification confirming that the payment has been initiated. Funds are typically received within 5–7 business days.

How to Connect Your Account

1. Open the Custodia mobile app. 
2. Navigate to Settings. 
3. Select Set Bank Account. 
4. Enter your bank account details as prompted. 
5. Save your information to complete the setup.

Once your bank account is successfully added, it will be used for any future reimbursement payments.

What Happens After a Payment Is Released

Your company approves and releases a reimbursement payment. 

1. You will receive a Custodia notification confirming that the payment has been initiated. 
   • This is confirmation that the reimbursement is on its way
2. The will receive a Custodia notification confirming that the payment has been completed.
   • This is confirmation that the reimbursement has been finalized

Troubleshooting

I do not see the “Set Bank Account” option

• Bank transfers may not be enabled for your organization. 
• Please contact your company administrator or support@custodia.ai for assistance

I did not receive my reimbursement

• Confirm that your bank account was successfully added in the mobile app. 
• Verify that the reimbursement payment has been released by your company. 
• If more than 7 business days have passed, please contact support@custodia.ai