Who can use this feature
- Owner
- Admin
Step-by-Step guide
- Go to the Bank Account section under Settings (left menu navigation).
- Click Edit or Replace Bank Account next to the bank account you want to update.
- If your bank was connected using Plaid (our automated service), follow the on-screen prompts to reconnect.
- If your bank was connected manually, update the fields below:
- Bank account number (required)
- Routing number (required)
- Account type (required)
- Optionally update:
- Bank name (if switching to a different bank)
- Account name (to help you identify the account in your portal)
- Click Save Changes to confirm your updates.