Brex Logo

How do I set up multiple Brex Cash accounts?

Note: Multiple Brex Cash accounts is a feature that's currently only available to early-access customers.

If you’ve been chosen to receive early access and are approved for a Brex Cash account, account admins can create up to 8 individual accounts under one EIN. The individual accounts will have unique account numbers but the same permissions as your primary account. They can be used to deposit funds for various reasons including, for example, different categories of spending. Admins will also be able to transfer funds instantly between accounts.

To create an additional Brex Cash account, follow the steps below.

Step 1:Navigate to the Transactions page under the Cash tab of your Brex dashboard and click Add an account.

Step 2:In the pop-up window, click Get started. If you aren’t seeing a pop-up window, please ensure you disable any pop-up blockers on your browser.

Step 3:Review the account features and click Add account.

Step 4:Create a name for the account to help you differentiate it from other Brex Cash accounts (i.e. “Operating Account”). Click Next.

Step 5:Review the Terms & Conditions and if you agree, click Finish.

Step 6:On the Transactions page under the Cash tab, you will now see the new account in the dropdown menu at the top of the page.

How do I customize my Brex Cash accounts?

You can change the name associated with each of your Brex Cash accounts on the Transactions page under the Cash tab of your dashboard. Click Edit to the right of the account name to enter a new name.  

How do I transfer funds between my Brex Cash accounts?

Move money easily and instantly between your Brex Cash accounts by following the steps below.

Step 1:On the Transactions page, go to Transfer funds > Between Cash accounts and choose which accounts you’d like to transfer funds between.

Step 2:Choose an amount and transfer date.

Step 3:Review and click Transfer funds to initiate an instant transfer.

Was this article helpful?

Yes | No

Still can't find what you're looking for? Chat with us.