An account is displayed under the wrong bank on the Account Summary
You may have added an account to the wrong bank initially, but don't worry as it is easy to change the bank that an account is listed under on the Account Summary.
In this user guide
Steps to change the bank for an account
- Head to the Account Summary ( Manage > Account Summary)
- Navigate to bank account that you would like to edit
- Select MANAGE ACCOUNT
Click on Account preferences
Select the correct bank from the drop-down under 'Bank/Financial Institution', then click SAVE
If you haven't yet added the bank you would like the account to be associated with, you'll need to do this first.
Read on to find out how ⬇️
Adding a new bank on the Account Summary (without creating any new accounts)
If you need to add a new bank on the Account Summary, but you don't need to create any accounts along with it, follow the below steps:
Click New bank in the left sidebar
Enter the bank name, and select the appropriate currency for the bank
The modal will close and your Account Summary will reload complete with your new bank added!