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Modifying Bank Account Details

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:

  1. Sign in to the production environment as described in Signing Up for an Account to the Client Portal and navigate to My Account > Settlements.

    The Settlements page appears.

  2. Under Bank Account, tap the Edit Bank Account icon for the account that you want to modify.


    The Edit Bank Account dialog box appears:

  3. Modify the values and tap Submit .

    The bank account details are updated.

To change your settlement preferences:

  1. Hover over the listed Bank Name and Account Number under Bank Account.

  2. Click the Edit Settlement Preferences icon.

    The settlement frequency dialogue box appears.

  3. Select Daily, Weekly, or Monthly settlement frequency

  4. Enter the Minimum Settlement Amount

  5. Select Apply.