How do I change my linked bank account?

October 27, 2026

You can link a new bank account at any time.

Steps

  1. Log in to your dashboard.
  2. Open your bank or linked accounts settings. [CONFIRM: menu path]
  3. Connect the new bank through Plaid with your online banking login.
  4. Choose it for deposits and withdrawals, and remove the old account if you no longer use it.

Pending transfers

Wait for any pending deposits or withdrawals to finish before removing an old account. For security, we may confirm a bank change with you before sending money to a new account.

Bank won't connect? See bank connection troubleshooting.