You can modify most Reporting Information and Bank Details values for a bank account.
The Account Number value cannot be modified. If the bank account number is not correct, delete the existing bank account and add a new one with the updated account number. See Deleting a Bank Account and Adding a Bank Account.
You must have Owner or Administrator privileges to modify the details of a bank account.
To modify bank account details:
- Sign in to the production environment as described in Signing Up for an Account in to the Client Portal - Production](doc:signing-in-to-the-client-portal-production) and navigate to My Account > Account Details.
The Account Details page appears.
- Under Bank Accounts, tap the Edit Bank Account icon for the account that you want to modify.
The Edit Bank Account pane appears:
- Modify the values and tap Submit.
The bank account details are updated.
Updated 15 days ago
|Deleting a Bank Account|