Admin users: add banking info in the portal
Only admin users for the agency can view or edit banking details.
Sign in to the Yuzu portal.
Click Settings in the left-side bar.
Under the agency's name, click Banking.
In the Organization section, confirm the Billing Contact email(s) and enter the agency's EIN and Address, then click Save Organization Details.
The Bank Account form stays locked until an EIN is saved
In the Bank Account section, enter:
Account Nickname (optional)
Account Holder Name
Routing Number
Account Number
Account Type (checking / savings)
Account Holder Type (company / individual)
To update banking info later, return to Settings → Banking and edit the Bank Account section.
Non-admin users:
Non-admin users include brokers who haven't signed up in the Yuzu portal or aren't an admin for their agency. There are three ways to get admin access.
If there is an admin contact within the brokerage agency, contact them and ask them to grant access.
Contact the associate parent plan designer to grant admin access
Contact Yuzu at partners@yuzu.health with subject line “Broker Admin Access.”