Admin users: add banking info in the portal
Only admin users for your organization (vendor or broker agency) can view or edit banking details.
Sign in to the Yuzu portal.
Click Settings in the left-side bar.
Under your organization's name, click Banking.
In the Organization section, confirm the Billing Contact email(s) and enter your organization'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 vendors and brokers who haven't signed up in the Yuzu portal or aren't an admin for their organization. There are three ways to get admin access.
If there is an admin contact within your organization, 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.”