With this signup process, workers sign up for Branch by either manually selecting the correct work location for their Branch account within the Branch app, or scanning an Instant Card, which auto-selects the location based on the information that is associated with that Instant Card.

Signing up by location

1. Workers search for your work location and select the correct location from the list.
   • Ensure the worker is selecting the correct location based on the organization name you are using with Branch.
     • For example, if your location is “Branch Sandwiches LLC – Big Sandwich Shop”, ensure the worker is searching for “Branch Sandwiches LLC” and not just “Big Sandwich Shop”.
   • Note for workers: Some organizations request to not appear in the in-app search tool. If you do not see the org listed as expected, please reach out to end user support.
   • Note for admins: If your organization is not displaying, please reach out to adminsupport@branchapp.com.
2. Once the correct location is selected, the workers register for an account by entering the requested information in the Branch app. Each worker must complete Know-Your-Customer (KYC)* to apply for a Branch Digital Wallet.
3. When asked to verify identity, workers must provide a U.S. government-issued ID. Acceptable documents include:
   • Driver's License or Driver's Permit
   • State ID
   • U.S. Passport
   • U.S. Passport Card
   • Permanent Resident Card
   • Work Permit 

*Branch banking services are provided by Evolve Bank & Trust, Member FDIC. Regulations require all financial institutions to perform Know Your Customer (KYC) checks when a new financial account is opened. Branch collects personal information from workers upon account creation including worker name, address, birthday, and social security number.

Signing up with an Instant Card

Workers who have an Instant Card will complete signup by following this process:

1. Scan the QR code that came with the card, or manually enter Instant Card information by tapping Try Manual Activation.
2. Register for an account and complete KYC to activate the Branch Digital Wallet.
   • Note: You will automatically be added to the correct work location based on the organization with which the Instant Card is associated.

Ensure all eligible workers are on the roster

In order for a worker to create an account with your organization, they must show on your organization roster in Pay Admin. To check that your worker(s) are on your roster:

If roster is setup with SFTP or integration

• If your organization is set up to receive roster records using either SFTP or an integration, you’ll want to double check that all eligible workers are appearing on the roster. To check your roster:
  1. Log into Pay Admin.
     • You will land on the Organization page where the roster lives.
  2. Search the roster for specific names.
  3. If the name(s) is/are missing, first verify with internal sources or systems; if the names are correctly appearing internally, please reach out to adminsupport@branchapp.com.
     • Note: If a worker’s roster name is an alternate name, they may need to be manually enrolled by support, as KYC will require the worker’s documented, legal name.

If manually importing roster files

1. Ensure the CSV or XLSX file contains all names of workers that are eligible for a Branch card.
2. If your roster file import is failing and you’re unsure how to resolve the issue, please reach out to adminsupport@branchapp.com.

Updating worker information

For workers who need help updating information such as phone number or email address.

Updating the roster

• Worker information can be updated through the roster via the file that is imported.
• You can update this information directly in Pay Admin by doing the following:
  1. Go to the roster
  2. Search for the worker
  3. Select their row 
  4. Scroll to the far right and click on the three dots
  5. Select Edit Roster Record

Important: If edits are made through Pay Admin, these edits must also be made to the roster file.

• Any changes made in Pay Admin but not reflected in the next roster file will be overwritten and may cause issues for workers.

Updating account info in the app

If a worker has an activated account and needs to make updates, they must handle these updates themselves.

• Phone Number: Workers can update their phone number via the Branch App
• Email Address: Workers will need to contact end user support with the following information:
  • First and Last Name
  • Full Date of Birth (Month, Day, & Year)
  • Last four digits of their Social Security Number
  • The new email address they would like on their account
• Address: Workers can update their address via the Branch App

Important: If an admin contacts end user support requesting updates on behalf of a worker, they will not be able to proceed. All account changes for worker accounts must come directly from the Branch account holder.

Related Articles:

• Why is my worker receiving an error when signing up?
• What do I do if a worker has more than one account?
• How do I change a worker’s ID?
• How do I verify a worker?