How to Update Your Payroll Funding Account
When you need to change the bank account used to fund payroll — for example after opening a new business account or switching banks — Employer Success handles the update. There is no employer screen in BerniePortal to change the payroll processor funding account.
What to expect
Bank account changes typically take 2–3 business days to process. Plan for that window so the timing aligns with your next payroll run.
What you'll need
You will complete a Bank Authorization Form. Employer Success provides the form and walks you through any questions.
How to update your payroll funding account
- Email help@bernardhealth.com (Employer Success) and say you need to update your payroll funding account. They will send the Bank Authorization Form.
- Complete the form with your new banking details and return it to Employer Success.
- Employer Success processes the update on the payroll side.
- Wait for confirmation that the change is in effect before assuming the new account is active.
Not the same as Payment Methods
Settings → Payment Methods manages ACH (and related) accounts BerniePortal uses for billing, Alpine/COBRA, carriers, and pre-tax funding. That library does not change the bank account used to fund payroll runs. For Payment Methods, see Payment Methods.
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