How to Add a Bank Account
After you log in to
Student Information Online (SIO)
, hover over the Finances tab.
From the Finance drop down menu, choose Bank Account List.
Click on the + add account link, directly below your name.
Enter the required information regarding your U.S. bank account. You may want to consider
making your Descriptive Name specific enough so you can easily distinguish one account
from another if you have multiple accounts listed.
You are encouraged to make this your default Refund Account. This means that if you are
eligible to receive a refund from the university, your refund will be electronically deposited
into this account. Check () the Refund account box before leaving this screen.
If this is the first
account that you are adding, this will become your
Default Payment
Account. This will be your first account in your drop down menu of your
from the bank
account listings. If this is not the first account you are adding, you will have the ability to
add your new account as your Default Payment Account.
If you need help in identifying your bank Routing Number and Account Number, please
refer to the following, or click on the ’example check’ link in the Routing Number section.
After you have entered the required information, choose the Next button.
Review your account information and check () the
I Agree box indicating that you accept
the Account Terms. Click on the Add Account button.
After you have created this account, you will receive the following message:
When you visit the Bank Account List page under the Finances tab, you will see your
account as an available account to make a payment to your student account, or receive a
refund.
[D] indicates that your account is the default payment account and will appear first
in the drop down menu when you schedule a payment.
[R] indicates that this is the account you designated to receive refunds from
Carnegie Mellon University.