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[NO QA] Update Set-up-your-wallet.md #49176

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[NO QA] Update Set-up-your-wallet.md #49176

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Update Set-up-your-wallet.md
maddylewis Sep 13, 2024
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Update Set-up-your-wallet.md
maddylewis Sep 13, 2024
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Update Set-up-your-wallet.md
maddylewis Sep 13, 2024
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36 changes: 4 additions & 32 deletions docs/articles/new-expensify/expenses-&-payments/Set-up-your-wallet.md
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Expand Up @@ -2,53 +2,25 @@
title: Set up your wallet
description: Send and receive payments by adding your payment account
---
<div id="new-expensify" markdown="1">
To send and receive money using Expensify, you’ll first need to set up your Expensify Wallet by adding your payment account.

![The Wallet Tab where you can add a personal bank account]({{site.url}}/assets/images/ExpensifyHelp_R5_Wallet_1.png){:width="100%"}
The Expensify Wallet allows you to receive peer-to-peer payments. To set this up, you’ll first need to connect a personal bank account.

{% include selector.html values="desktop, mobile" %}
![The Wallet Tab where you can add a personal bank account]({{site.url}}/assets/images/ExpensifyHelp_R5_Wallet_1.png){:width="100%"}

{% include option.html value="desktop" %}
**To enable the Expensify Wallet:**
1. Click your profile image or icon in the bottom left menu.
2. Click **Wallet** in the left menu.
3. Click **Enable wallet**.
4. If you haven’t already added your bank account, click **Continue** and follow the prompts to add your bank account details with Plaid. If you have already connected your bank account, you’ll skip to the next step.
4. If you haven’t already added your bank account, click **Continue** and follow the prompts to [connect your personal bank account](https://help.expensify.com/articles/new-expensify/expenses-&-payments/Connect-a-Personal-Bank-Account) via Plaid. If you have already connected your bank account, you’ll skip to the next step.

{% include info.html %}
Plaid is an encrypted third-party financial data platform that Expensify uses to securely verify your banking information.
{% include end-info.html %}

{:start="5"}
5. Enter your personal details (including your name, address, date of birth, phone number, and the last 4 digits of your social security number).
6. Click **Save & continue**.
7. Review the Onfido terms and click **Accept**.
8. Use the prompts to continue the next steps on your mobile device where you will select which option you want to use to verify your device: a QR code, a link, or a text message.
9. Follow the prompts on your mobile device to submit your ID with Onfido.

When your ID is uploaded successfully, Onfido closes automatically. You can return to your Expensify Wallet to verify that it is now enabled. Once enabled, you are ready to send and receive payments.
{% include end-option.html %}

{% include option.html value="mobile" %}
1. Tap your profile image or icon in the bottom menu.
2. Tap **Wallet**.
3. Tap **Enable wallet**.
4. If you haven’t already added your bank account, tap **Continue** and follow the prompts to add your bank account details with Plaid. If you have already connected your bank account, you’ll skip to the next step.

{% include info.html %}
Plaid is an encrypted third-party financial data platform that Expensify uses to securely verify your banking information.
{% include end-info.html %}

{:start="5"}
5. Enter your personal details (including your name, address, date of birth, phone number, and the last 4 digits of your social security number).
6. Tap **Save & continue**.
7. Review the Onfido terms and tap **Accept**.
8. Follow the prompts to submit your ID with Onfido. When your ID is uploaded successfully, Onfido closes automatically.
9. Tap **Enable wallet** again to enable payments for the wallet.

Once enabled, you are ready to send and receive payments.
{% include end-option.html %}

{% include end-selector.html %}

</div>
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