Step-by-Step Guide
1. Navigate to Direct Deposits
On your dashboard, click on the Withdraw tab in the left sidebar. Then, switch to the Direct Deposits view using the tab at the top of the screen.
2. Select Your Contract
If you work for multiple companies or have different contracts within the same organization, you will see them listed as separate cards.
Locate the specific contract/payer you want to automate.
Note: You must configure direct deposits separately for each contract.
Obs* Client being the one who pays you
3. Add a Destination
Click the + Add Destination For USD bar at the bottom of the card.
4. Choose Your Account
A pop-up will appear listing your connected withdrawal methods. You can select:
Crypto Wallets: For instant settlements (USDC/USDT).
Bank Accounts: For local fiat currency transfers. Select the account you wish to use and click Select.
5. Adjust the Split (Optional)
You can even create "Splits" to send portions of your pay to different places (e.g., 20% to Savings, 80% to Checking).
If you want to send all your money to one place, ensure the slider is set to 100%.
If you added multiple destinations (e.g., a Wallet and a Bank Account), you can adjust the percentage sliders to define how the funds should be split.
You can adjust the percentage by clicking on it.
6. Save & Confirm
Once you are happy with the setup, click the purple Save button in the upper right corner of the card.
Security Check: You will be prompted to verify this change using your Passkey (FaceID, TouchID, or PIN)—this is the same security step used for manual withdrawals.
Success! Once configured, all future payments sent to this workspace will automatically be split and routed according to your rules. You will no longer need to manually withdraw these funds.
After setting up, you’ll be able to see the details in the Withdrawal, Direct Deposit tab, like this:
How to Turn Off Direct Deposits
If you want to stop the automatic withdrawals and return to keeping funds in your Rise Balance (manual withdrawal), follow these steps:
1. Open the Configuration
Navigate back to the Direct Deposits tab and click on the + Add Destination button on the active contract.
2. Deselect the Account
In the list of accounts, find the destination that is currently active.
Click the button to unselect or remove it from the list.
3. Save Changes
Click Save. You will be prompted to confirm this change with your Passkey. Once confirmed, the "Active" tag will disappear, and your future earnings will remain in your Rise Balance until you manually withdraw them.
Don’t hesitate to contact us at hello@riseworks.io if you have any doubts