It is very common to need to add a new bank account and update the deposit account for future recurring payment transactions.
Please note that any payments already In Transit may or may not route to the new bank account, depending on how far along they are in the transfer process. You can check the deposit account listed on each individual payment. Completed payments cannot have their bank account changed.
For Starters: Set Up Your New Bank Account
Visit the Banks and Cards tab under your name in the upper right-hand corner to add your new bank account. For full instructions, please visit our article "How do I add a new bank account as an owner or manager?"
Changing the deposit account on future payments (recurring)
Step 1: Select Financials from the left-hand main menu.
Step 2: Select the Recurring section from along the top.
Step 3: Locate the recurring payment request you would like to update and click View.
Step 4: Select the Edit option at the top of the page.
Please note: only the currently attached depositing user is able to update their depositing account. If you would prefer to change the depositing user and account, please cancel this recurring request and create a new recurring request in its place.
Step 5: Select the new bank account and click Save.
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