Canada Electronic Banking Instructions

This article will cover how to sign up for electronic funds transfer (EFT) or direct deposit from Benevity to your organization's bank account for Canadian causes. 

Keywords: EFT, banking, application, direct deposit, electronic funds transfer, domestic, North America

How to apply for Electronic Funds Transfers (EFT): 

Valid Supporting Documentation:

  • Official Bank Document (Letter from Bank or Void Check)
    • Can also include a Bank Statement IF all details below are displayed on it

This document must show the following specified and typed items:

  • Account Holder Name (Beneficiary)
  • Bank Name
  • Bank Address
  • Account Number

Please ensure the information entered on the form corresponds to the information on the supporting document.

  • Log in to the Causes Portal:
  • Click on the 'Donation Method' tab on the left-hand side menu
  • Select the ‘Update Donation Payment Method’ button
  • Fill out the blank fields as directed
  • Upload a supporting bank document and ensure the information provided on the form matches the information on the supporting document
  • Review the information and click ‘Submit’