Add or Change Banking Information on the Member Portal
Modified on: Fri, 24 Nov, 2023 at 8:50 AM
If you are trying to update your Banking Info as an Admin on the admin/employer portal, go here.
Adding Your Banking Information for the First Time
Before you can submit your first claim as a member you will need to add your banking information in the Member App or Member Portal. This must be completed prior to submitting any claims, to ensure that we will be able to reimburse you or withdraw premiums for any additional coverages that you, as the member, can purchase on top of your existing benefits plan.
We have 2 banking set up options for our members, which are as follows:
Add 1 bank account for both Reimbursements and Premiums for Optional Critical Illness
Add 2 bank accounts, one for Reimbursements and one for Premiums for Optional Critical Illness
Optional Critical Illness: With Optional Critical Illness Coverage, members can protect themselves and their loved ones from the financial burden of a critical illness. These benefits are separate from your group benefits and can be purchased as additional coverage for members that already have coverage with a group benefits plan.
Updating Your Banking Information
It's important to make sure that your banking information is up to date so that we can reimburse you quickly, or withdraw funds for benefits premiums. It only takes minutes to update, and here's how:
Mobile Video Walkthrough:
Desktop Video Walkthrough:
1. From the App
When you open up the App, click the "Account" icon at the top right, then click" Banking Details". Update the necessary information, and then click "Save".
2. From the Website
Sign in to your account at simplybenefits.ca, then click the Account icon on the top-right corner of the page. Next, click "My Account", then "Banking Details".