Connecting a 2nd Bank Account
Multiple project may require using multiple funding sources (different bank accounts) and we have built that into the system.
Action: Click “Settings” on the Left Side Bar on your screen
Action: Click “Manage bank accounts” under Default Bank Account
Action: Click “Link another account” button
Pro Tip:
This step in the setup is probably the HARDEST for most businesses, to trust a platform with sensitive financial information.
- A viable workaround is to open a new bank account at a completely separate bank and use that bank account for all your BuildWallet transactions.
- Use the PLAID Interface to complete the banking connection:
- Select your Bank (PLAID Connects over 1,700 Banks and Credit Unions)
- Username -
- Password -
- *Possibly text verification from Bank* (Don’t ever share banking info with anyone)
- Select Primary Account for BuildWallet connection.
If Successful, you will see:
If Unsuccessful – please use the “? Help” Button at the bottom of the page. Or email us at support@buildwallet.com so we can get Customer Service to help get your business bank account connected.
GOAL:
The end result is you will have multiple accounts and be able to “Set as default” As well as select which account you transfer funds in from – all from within the Settings tab.
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