Some organizations may need more than one disbursement account connected to their SeeMyLegacy profile. This is common when:

• You manage multiple organizations under a single profile
• You need campaign funds sent to different bank accounts (for example, separating general funds from event-specific funds)

Adding a second disbursement account is simple. Follow the steps below to get set up.

Step 1: Request the Disbursement Account Form

To add an additional disbursement account, you’ll first need to complete our Disbursement Account Form.

Email our Support Team at support@seemylegacy.com and request the form. A team member will send it to you directly.

Step 2: Complete and Return the Form

Fill out the form with the required banking and organizational details.

When finished, email it back to support@seemylegacy.com. Our team will review the information and set up the additional disbursement account for your profile.

Step 3: Begin Using Your New Disbursement Account

Once the new account is created, our team will notify you and you’ll see it as an option during campaign setup.

When creating a campaign:

1. Navigate to Settings on the side panel
2. Select the appropriate account from the dropdown menu

You can now direct funds to the correct organization or bank account based on the needs of each campaign.

Need Help?

If you have questions about disbursement accounts or need assistance with the setup process, reach out to our Customer Success team anytime at support@seemylegacy.com