In response to high demand from our Coba clients, we've prepared this guide to walk you through the steps of connecting your Coba US Deposit Account with Upwork. Our goal is to help cross-border professionals maximize their earnings between the US and Mexico without friction. Here's how you can set it up.
You can review our Visual Guide or Step-by-Step Guide with screenshots and details.
Visual Guide
Watch this video (Spanish) to link your Coba US Deposit Account with Upwork and start managing your funds across both platforms. In case you want to see screens and details in English, jump to the next section.
[Youtube Video]
Step-by-Step: Connecting Coba with Upwork
1. Sign in to Upwork
Open the Upwork website or app and sign in to your account.
Navigate to the "Settings" section by clicking on your profile picture in the top-right corner.
Select “Get Paid” from the left-hand menu.
2. Choose Your Payment Method
Once in the “Get Paid” section, you'll see an option to 'Add a Method'.
Select Direct to US Bank (USD) as your preferred payment method.
Then, you will now need to input your Coba US Deposit Account details:
Account Number: This can be found within the Coba App under Account Details.
Routing Number: Also located in your Account Details within the Coba App.
Account Holder Name: Input your full name (as registered with Coba) and confirm the information is correct.
Account type: Make sure to select 'Checkin Account'
3. Verification Process
Upwork will verify your account by making two small test deposits into your Coba account. This process ensures that the bank details you've provided are accurate.
Open your Coba app, check your transaction history, and take note of the small deposit amounts from Upwork.
4. Confirm Your Coba Account on Upwork
Return to Upwork once the test deposits appear in your Coba account (usually within 2 business days).
Go back to the “Get Paid” section in Settings and enter the exact amounts of the test deposits to verify your account.
Once verified, your Coba account is successfully linked, and you can receive payments directly from Upwork into your Coba account.
Best Practices & Security Tips
Avoid connecting to Upwork or the Coba app using public Wi-Fi or untrusted networks. Use a secure connection whenever possible.
Double-check all the details before submitting. Ensure your Account Number and Routing Number are entered correctly and don't share them with anyone else.
Ensure that your full name on Upwork matches the name registered with Coba.
Troubleshooting & FAQs
Q: What if I don't see the test deposits in my Coba account?
A: Test deposits may take up to 2 business days. If you don’t see them after this time, double-check that your bank details were entered correctly on Upwork. If the problem persists, contact Upwork Support or the Coba Help Center.
Q: Can I link more than one Coba account to Upwork?
A: You can only link one bank account to your Upwork profile at a time. If you need to switch accounts, you'll need to remove the old one and follow this process again.
Q: What currencies can I receive payments in from Upwork?
A: Upwork will pay you in USD, and Coba will store your balance in USD. You can easily convert your balance to MXN using Coba’s FX features whenever needed.