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Bank Connections


We support a variety of different business bank accounts to be connected to Brex through our partners, Plaid and Finicity. You can search for your bank during the process of setting up an external bank connection.Step 1: Navigate to Settings in your Brex dashboard.Step 2: Click Connected accounts...

Brex uses connected bank accounts to help determine your company’s credit limit. Admins can connect additional bank accounts, remove or fix a current connection, and verify which accounts are currently connected, all from the Brex dashboard.Add new bank connectionsConnecting additional bank accounts...

If you're experiencing issues connecting or reconnecting your bank to Brex, please try the following troubleshooting suggestions.LocationIf you're not currently located in the United States, please try again when you are back in the US, or try using a VPN.Role typeOnly account admins can add a bank...

Giving Brex visibility over additional bank accounts can help increase your credit limit if you have a monthly statements card. To connect a bank account, please follow the steps below.Step 1: Sign in to your Brex dashboard. Step 2: Navigate to Settings in the bottom left corner.Step 3: Under the...

Silicon Valley Bank is unique in that it requires you to use a 8 to 25 alphanumeric character PIN to link your bank account with Brex. As a reminder, SVB will ask for your direct connect PIN, which is different than the PIN tied to your SVB debit card. If you don't remember your PIN, go to the My...

We may occasionally lose connection to your bank account for a number of reasons, some of which include: Your online banking credentials have changed. You have been logged out of your bank account for security reasons. There are a limited number of devices that can be connected at a time.To...

If you’ve been approved for statement underwriting, we’ll send an email to Brex admins asking for your most recent statement at the beginning of each month, with a secure link for uploading documents. For more details on what types of statements we accept, check out What type of statements can I use...

If you’re unable to connect your bank to your Brex account, we may allow you to use statement underwriting and manually submit statements as an alternative.If you have not previously submitted statements Step 1: Reach out to Brex Support and request to regularly submit statements. Step 2: You’ll be...

Trial deposits are small deposits that will be credited, then debited, from your account after you’ve connected your Brex Cash account with an external financial institution. Both inbound and outbound trial deposits are typically transferred via ACH.You won’t need to take any action to approve the...

Your Finicity or Plaid connection may occasionally lose connectivity and become out of date, or “stale," which requires you to reestablish the connection via your dashboard. Brex will proactively send email alerts to admins before we reduce your credit limit due to a stale bank connection.Brex is...

Please send us the name of your bank and the URL you use to log in to your online banking portal by contacting Brex Support via your dashboard. We may be able to add your bank to our list of approved banks.While we work on that request, you can maintain your credit limit by submitting bank...

Statement underwriting is an alternative solution to connecting your bank account to Brex when it's not possible to do so. It's allowed on a case by case basis by our support team under the following circumstances: Your bank is not supported by Brex. You're having persistent issues connecting your...

March 22, 2021 — Silicon Valley Bank recently rolled out stronger authentication requirements for their customers. As a result, this is impacting our third-party banking connection partners and their ability to maintain a stable connection with Silicon Valley Bank. This means your bank connection...

Brex uses the aggregate cash balance in your corporate bank account to underwrite your business. Linking allows Brex to have real time visibility over your cash balance and adjust your company credit limit accordingly.