---
title: "Adding a Bank Account"
source_url: https://docs.rapyd.net/en/adding-a-bank-account-383810.html
lang: en
---

# Adding a Bank Account

You can view your account details in Client Portal.

This documentation is for the Mobile Version of Client Portal.

You can define multiple bank accounts. Your company might need separate accounts for different currencies or different countries.

You must have Owner or Administrator privileges to add a bank account.

### How to Add a Bank Account

To define a bank account:

1. Sign in as described in [Accessing the Client Portal](https://docs.rapyd.net/en/accessing-the-client-portal.md "Accessing the Client Portal") and navigate to the **Account** tab.

   The Account page appears.

   ![648875da4cbbe.png](image/img-0b3b7abaed03de81cd5d10b0d9797266.png)
2. Tap on the ewallet Account you would like to view.
3. The Available Balance page appears.
4. Click on the **Settlements** tab.

   The Settlements page appears.

   ![648875f05ecbb.png](image/img-ab9791a14d1173fd8404523c1adafed9.png)
5. To add your first bank account, tap **Add Bank Account**.

   The Add Bank Account page appears.

   ![648875f23527d.png](image/img-f986dbeb5742f00cff4824ff678d6626.png)
6. Provide the following information:

   - Under Account Type, select **Business** or **Personal**.
   - When more than one client wallet is available, select the Wallet linked to your account in the drop-down menu.
   - In the Country of Bank drop-down list, select the country in which the bank is located.
   - In the Currency of Account drop-down list, select the currency of the bank account.

   ![648875f3d7636.png](image/img-b2088281a38e3021ef0787ce3e9cfaa9.png)
7. Tap **Next**.

   The following page appears:

   ![648875f58226a.png](image/img-354ff4a9b8cfc8a9998512157b48ad8f.png)
8. Enter the values for the **Reporting Information** fields. Rapyd financial reports use these values to identify the account:

   - Account Nickname - A unique internal alias, such as US Dollar Account.
   - Bank Name - The bank's name (e.g. Bank of America, Chase Bank).
   - Reference ID - A unique identification that can be added to settlements.
9. Enter the values for the **Bank Details** fields:

   **Note**: These fields might vary, depending on your bank account's country and currency.

   - IBAN - International Bank Account Number
   - BIC SWIFT Code - The Business Identifier Code associated with the bank
   - Account Number - The numerical identifier of the bank account.
   - Beneficiary Name - The name of the beneficiary associated with the account.

   **Note**: The Beneficiary Name must match the name of the Bank Account in order to settle funds.
10. Tap **Submit**.

    The new bank account appears under the **Settlements** tab.