How can I manage my bank connections?

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.

Connecting additional bank accounts is one way to positively impact your credit limit. It only takes a few easy steps to add a bank connection!

Step 1: Navigate to Settings at the bottom left of your Brex dashboard.

Step 2: Under the Bank connections tab, scroll down and click Add bank connection on the right side.

Step 3: Follow the prompts to enter your online banking credentials.

Remember that your Brex credit limit is determined in part by the cash balances in your connected bank accounts. Removing a connection without adding another one could have a negative impact on your credit limit.

If you'd like to remove a connection, please follow the steps below.

Step 1: Navigate to Settingsat the bottom left of your Brex dashboard.

Step 2:Under the Bank connectionstab, find the bank you'd like to disconnect.

Step 3:Click the trash can icon on the right next to the bank you would like to disconnect. 

Step 4:Select Remove.

Because Brex connects to your bank via your online login credentials, multiple bank accounts may be related to one connection. You can view the names and the last four digits of the account numbers of each one by following the steps below.

Step 1: Navigate to Settingsat the bottom left of your Brex dashboard.

Step 2:Under the Bank connectionstab, click the caret to the right of the respective bank connection. All connected accounts for that bank will be displayed.

To understand how to fix a current connection, please read How can I reconnect my bank to Brex?.