Adding a Bank Account as Primary Payment Method in the Dandy Portal

Setting up your preferred payment method is a key step in managing your transactions on the Dandy Portal. This guide will walk you through adding a bank account and setting it as your primary payment method.

Step 1 - Accessing Account Settings

  • Start by going to the Dandy Portal.

  • Click the 'Account Settings' (⚙️) icon and then 'Practice Settings'.

Step 2 - Linking a Bank Account

  • Scroll to the bottom of the 'Practice Settings' page.
  • Choose the 'Link bank account' option.

  • In the popup window, enter your Routing number and Account number.
  • Confirm the Account number and click 'Link bank account'.

  • Note: Linking a bank account will automatically set it as the default payment method.

Step 3 - Setting Primary Payment Method

  • If multiple payment methods are on file, navigate to the 'Payment methods' section of the 'Practice settings' to designate your preferred method as the primary option for transactions.

Notes on Payment Methods

While Dandy recommends using a bank account for payment due to no processing fees, you also have the option to link a debit or credit card. 

  • Please note: Using debit or credit cards may incur up to a 2.9% processing fee.

To learn how to link a credit or debit card, head to our article, Adding Credit or Debit Cards as a Payment Method in the Dandy Portal

Keeping Your Financial Account Information Secure

Dandy is committed to the security of your financial account information. We do not store details such as ACH bank account information or credit and debit card numbers. Instead, this sensitive data is transmitted to Stripe, our payment processor. Stripe holds a PCI Service Provider Level 1 certification, representing the highest and most stringent level of certification in the payments industry. To understand how Stripe safeguards your financial account information, click here for further details.

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