Bank accounts

The Bank Accounts settings page shows you the details of the bank account that's currently connected to your account.

Note

If you want to change the details of a connected bank account, you must replace the existing account as bank account details can't be edited.

Replace bank account

To replace the bank account that's listed, follow these steps:

  1. In the upper right corner, select the gear icon > Bank Accounts .
  2. At the bottom of the page, select Replace this institution .
  3. Fill in the following sections and select Next after each section:
    • Account Name and Bank Name
    • Bank Address
    • Customer Address
    • Bank Details
  4. Upload a bank statement that proves account ownership and then select Add .

    The Bank Accounts page shows the updated bank account information.

Add Bank Account

If you haven't yet added a bank account as part of your onboarding process, select Add Bank Account and view Connect your accounts for more information on how to add a bank account.