New User Guide

1
New User Guide

• Learning how to use your NxPay Account
• Activate your account
• Attach a bank account
• Set up an automatic transfer (Enable Sweep To)

2
Activate Your Account

1. Follow first link in activation email to NxPay
2. Log into the system using the activation
   credentials from your email
3. Create your profile prior to using the system

Time to Complete 10 minutes Additional
Items Needed to Complete Activation
Government Issued ID
3
Activation Email

• Click the first link in your email to activate
  your NxPay account

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(No Transcript)
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Checking your Login Credentials

• Copy your Login Name, Password Activation Code
  from your activation email
• Open a Notepad or Word document
• Paste your information
• Change the font to Lucida Console or Times New
  Roman. This should help you differentiate between
  capital I and lower case l
• Click to view a brief video

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Activate Your Account

• Type the activation information you received in
  the email from signup_at_nxpay.com. The system does
  not accept copy paste entries. Manually type
  the information into the fields.
• Login Name
• Password
• Authorization Code
• Enter the human verification numbers from the
  yellow box above the field
• Click the I agree box
• Click Submit

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Create Your NxPay Profile

• All fields on this page must be completed, before
  you can access your NxPay account. If you leave
  the system before completing this page, you will
  need to request a new activation email from the
  employer that created your account for you.
• Enter valid information for the following
• Personal Information
• Time zone choose from the drop down box
• Default language choose from the drop down box
• Gender select one
• New Login Information
• Username
• Password choose a password
• Retype your password
• Choose your first Security Question 1
• Type your answer
• Choose your second Security Question 2
• Type your answer
• Click the box to agree to
• the privacy policy
• Click Submit

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Favorite Book
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Principals of Accounting
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Attach a Bank Account

1. Click Bank Accounts
2. Choose add a Bank Account
3. Select the country your Bank is located
4. Enter your banking information

Time to Complete 10 minutes Additional
Items Needed to Attach Bank Account Bank
information Bank Account Number
Bank Account Type Routing or Bank Code
Bank Address
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Attach a Bank Account

• Under Sources/Destinations, click Bank Accounts

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Attach a Bank Account

• Click here

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Attach a Bank Account

• Choose the country your bank account is located
• Click Continue

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Routing Code 9 digit number
Account Number
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Attach a Bank Account

• Add your bank information
• Complete the fields accurately
• These fields are required
• 1. Account Name Account owners name, as it
  appears on the account
• 2. Account Number Number associated bank uses
  to identify your account
• 3. Bank Name Name of the financial institution
• 4. Routing Number Nine digit code used to
  identify your bank (click here for help finding
  your routing number)
• The following information is optional. We
  recommend completing all fields
• 5. Account Type choose type
• 6. Description Choose a phrase that briefly
  identifies your account (e.g. Primary Checking)
• 7. Bank Address 1 address of your branch
• 8. Bank Address 2
• 9. Bank State
• 10. Bank Zip
• 11. Bank City
• Click Submit

• Add your bank information
• Complete the fields accurately
• These fields are required
• 1. Account Name Account owners name, as it
  appears on the account
• 2. Account Number Number associated bank uses
  to identify your account
• 3. Bank Name Name of the financial institution
• 4. Routing Number Nine digit code used to
  identify your bank (click here for help finding
  your routing number)
• The following information is optional. We
  recommend completing all fields
• 5. Account Type choose type
• 6. Description Choose a phrase that briefly
  identifies your account (e.g. Primary Checking)
• 7. Bank Address 1 address of your branch
• 8. Bank Address 2
• 9. Bank State
• 10. Bank Zip
• 11. Bank City
• Click Submit

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Karl James Holiday
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123456
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Home Federal Savings and Loan
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Savings
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24123456
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Sweep to Savings Account
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5010 Urbana Rd
5010 Urbana Rd
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OH
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45506
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Springfield
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Attach a Bank Account

• You have linked your bank account to your NxPay
  account. You can now transfer funds from NxPay to
  your bank account

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Set Up Automatic Transfer
(Enable Sweep-To)

1. Choose the Account
2. Select the account you want an automatic
   transfer
3. Click on Enable Sweep-To
4. Complete the Convert Purse to Sweep-To fields

Time to Complete 5 minutes No Additional
Items Needed to Set Up
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Automated Transfer

• Under My NxPay, click Accounts

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Automated Transfer

• Choose the bank account you want to set up an
  automatic transfer to

Bank
Disable
Ban
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Automated Transfer

• Click on Enable Sweep-To

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Automated Transfer

• Complete the Convert Purse to Sweep To fields
• 1. Sweep to choose Bank Account if youre
  transferring your funds to a personal bank
  account
• 2. Bank Account choose which account youre
  sending your funds to
• 3. Accumulated Amount Prior to Sweep Choose the
  balance your NxPay account must reach before
  automatically transfer funds to your selected
  account. You may set this as low as 0.00, which
  triggers a transfer each time you receive a
  deposit
• 4. Sweep To Time (optional) If you receive
  multiple NxPay deposits per day to this account,
  this feature bundles all of your deposits
  together and transfers them at one time to your
  selected account. You can choose the time of day
  this takes place.
• 5. User Identifier (optional) This information
  shows on your receiving account transaction
  history. Type a short text string to remind you
  where the deposit is coming from (e.g. My NxPay
  Acct.).
• 6. Account Description (optional)
• Click Submit

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50.00
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KHoliday NxPay
Transfer from NxPay
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Automated Transfer

• If you see Disable Sweep-To, you have set up your
  automatic transfer

Disable Sweep-To
Dis
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Need Additional Help?

• If you have any additional problems activating
  your account, attaching a bank account or setting
  up a transfer, please email NxPay Customer
  Support support_at_nxsystemsinc.com.