Connecting a 2nd Bank Account

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. 

4. 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.