In this knowledge article we will go over how to add a new bank account in Payrix.
Please follow the steps below to add a new bank account:
- Login to your Payrix account.
- Scroll down to the bottom and click Settings on the left side.
- Under Business Settings click Account Information.
- Click Banking and the Notepad Icon next to your current bank account. (AKA the Primary bank account)
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Once here click Manual Entry to update your Primary Bank account. (Please do not click Plaid, as the primary account would remain your old account.)
6. From here you will enter in your new account number and routing number.
7. After entering in your new account information you will need to upload a voided check, bank statement, or bank letter to verify your account.
8. After uploading the supporting documents you can click Save. The update should be pretty instant and if anything else is needed we will reach out to you.
If you have any questions please reach out to docketpay@yourdocket.com