External Financial Accounts

To withdraw funds from your Chariot account, you’ll need to link an external financial account—such as your organization’s bank account. This ensures that when you initiate a transfer, funds are delivered securely and directly.

🔐 Who Can Add an External Account?

Only the Owner of your Chariot account can add or remove external financial accounts. This restriction protects your organization’s funds and ensures secure money movement.

🧭 How to Add an External Account

  1. Log in to your Chariot dashboard

  2. Go to Settings > General

  3. Click “Add External Account”

  4. Enter your account number, routing number, and a label or account name

Once added, your external account will appear as a destination when transferring funds from your Chariot Deposit Account.

💸 Withdrawing Funds from Your Chariot Account

Once funds have arrived in your Chariot Deposit Account, you can transfer them to your organization’s external financial account at any time.

To move money:

  1. Navigate to the Overview page in your Chariot dashboard.

  2. Click Move Money.

  3. Enter the amount you’d like to withdraw from your Available Balance.

  4. Confirm the transfer.

Your funds will be sent via ACH and should arrive in your external account within 24 hours.

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