Implement Direct Deposit Forms

In some cases, automated direct deposit switches may not be possible due to an error with the connection or when the user's employer has disabled the action. When this happens, Pinwheel prompts the user to complete a direct deposit form. The user can then take the form and submit it to their employer for processing.

Integrating automated flow with the direct deposit form ensures that Pinwheel can help as many users as possible switch their direct deposit, regardless of how they get paid today.

To retrieve direct deposit forms for a particular user, use the following endpoints with the query parameter type=direct_deposit_form (see the full API reference for more details):

• Get documents for an end user
• Get a single document by ID for and end user

Please reach out to [email protected] to get this functionality enabled for your workspace.