Account & User Management
Open an account

Account & User Management

  • How can I update my phone number?

    To update the phone number associated with your Brex account, please follow the steps below. Step 1: Under the Brex tab at the top right of your dashboard, select Settings. Step 2: Under the Personal tab, you'll see Phone number. Step 3: Click Update on the right and enter your new number. If you're not

  • How do I close my account?

    Brex Cash To close your Brex Cash account, please follow these steps: Step 1: Under the Brex tab on the top right of your dashboard, select Settings. Step 2: Click Company and scroll down to Brex accounts. Step 3: Select Close Account and follow the prompts. Monthly statements card To close your Brex account, you will need

  • Can I schedule a demo after I recently opened a Brex account?

    Currently, our support team isn’t able to schedule individual demos. However, if you’d like additional resources on getting started with your Brex account, please review our onboarding guide for your role type: Onboarding guide for employees & AP clerks Onboarding guide for Brex Cash account admins Onboarding guide for Brex account admins Onboarding guide

  • How can I update my company's address?

    As a Brex admin, you are able to update your company’s address in the event that you have moved. The updated address will be used for your business's physical address, billing address, and the cash beneficiary address used for wire transfers (if your business has a Brex Cash account). To update

  • How is my credit score determined?

    Brex reports to Experian, Dun & Bradstreet, and Equifax on a monthly basis. These agencies use your Brex payment data to help determine your credit score–we are not involved in this calculation. For more details on how your information is processed, please reach out to your preferred credit bureau. Our

  • How do I add another primary owner to my Brex account?

    If you have a co-owner of your business, we can note this on your account to help us keep your business information up-to-date. To add a new business owner to your account, please follow the steps below. Step 1: Invite this individual as a new user using the How do I

  • I'm having trouble logging into my account.

    Brex dashboard Go directly to brex.com and click Sign in. If you're having trouble signing in, please follow the steps below depending on your issue. Forgot password If you forgot your password, enter your email address associated with your Brex account on this page. Click Submit and we’ll send you a link to

  • How can bookkeepers manage multiple Brex accounts?

    Pro access enables Brex bookkeepers and accounting partners to close their clients’ books faster by managing multiple Brex accounts under a single sign-in. To gain access, you’ll need to be a Brex accounting partner. If you’re interested, please contact your Brex relationship manager or email accountants@brex.com. One sign-in To begin managing multiple accounts

  • How do I set up pro access for bookkeepers?

    Pro access enables Brex bookkeepers and accounting partners to close their clients’ books much faster by managing multiple Brex accounts under one email address.Please refer to the relevant section below according to whether you are a Brex customer or with an accounting firm. Accounting firms How do I add clients to my

  • How can I contact Brex?

    We are standing by to help and listen. Please reach out with any questions or feedback! Customer support: Chat with us (Hours: 5am-8pm PT, 7 days per week) from your Brex dashboard. Sales: sales@brex.com Rewards:rewards@brex.com Press: press@brex.com Careers: careers@brex.com General inquiries: contact@brex.com

  • Onboarding guide for Brex account admins

    Welcome to Brex! Congratulations on getting your corporate card and Brex Cash account. Please see the relevant section below for more details on your account features. Brex card setup Step 1: Get started with your virtual card Upon signing in to Brex for the first time, you'll automatically be issued a Brex virtual card.

  • Can I open a personal account with Brex?

    Our goal is to help businesses grow and develop, which is why we currently require incorporation for Brex accounts and don’t provide cash management for personal use. We may expand our scope in the future but at the moment, we’re focused on all-in-one finance for businesses. If you’re a Brex admin,

  • I received an error message when inviting a new user.

    If you're unable to add a user, you will see this error message: This means the email is already associated with a different Brex account. You can resolve this by choosing one of the following options. Use an email alias to invite this user If your bookkeeper manages multiple accounts on Brex and

  • How do I suspend or unsuspend a user?

    As a Brex admin, you can suspend or unsuspend users at any time by following the steps below. Step 1: Under Team, search for the cardholder using the search bar and select the one you want to suspend/unsuspend. Step 2: At the top right of the user's details, click the icon of a

  • How do I create, edit, and delete departments?

    Brex admins can create, edit, and delete departments by following the steps below. Step 1: Click Team on the left side of your Brex dashboard, and then click Departments. Step 2: Click Add department in the top-right corner. Step 3: Assign a name and description to the department. Click Save. Your new department will

  • How do I create, edit, and delete locations?

    Brex admins can create, edit, and delete locations by following the steps below. Step 1: Click Team on the left side of your Brex dashboard, and then click Locations. Step 2: Click Add Location on the upper right side. Step 3: Assign a name and description. Step 4: Your new location will now be

  • Why am I being asked to verify my account details?

    To help keep your Brex account details accurate, we’ll periodically prompt admins to review and confirm various account information. This can include things like your address, industry, beneficial ownership information, etc. Only one admin on your account will need to confirm this information, but all admins will receive weekly prompts via

  • What is the early access tab in my Brex dashboard?

    The Early access tab–located in the Brex dropdown menu at the top-right of your Brex dashboard–in your Brex dashboard is where we’ll list any features that are currently in development. If any of them sound interesting to you, click Get updates to be notified if the feature is implemented. If you

  • How do I change the email address associated with my account?

    Currently, the only way to update the email address associated with your Brex account is to contact our support team. Send an email address update request to Brex Support via live chat so that we can update your account details. Once updated, your new email address will also apply to the following: Sign-in

  • How do I change a team member's user limit?

    Setting limits for individual users can help you manage your company's spend. By default, new users' credit limits will be $0. A Brex admin can increase their limit by following the steps below. Step 1: Click Team on the left side of your Brex dashboard. (This option isn’t currently available in

  • How can I safely upload documents?

    At Brex, your security is important to us in all methods of communication. When requesting important documents from you, we’ll always offer you a way to safely deliver those files. For documents such as bank statements, you’ll be able to upload them directly in your dashboard. In other cases, you may receive

  • What are the various Brex role types?

    New role names We've changed our role names to help you decide which roles best fit your team members. Account admin As an account admin, you’ll have complete access to your company’s Brex Cash account and overall account settings. You'll have visibility into all transactions, statements, limits, and balances, and are the only

  • How do I invite new users to Brex?

    Brex admins can invite as many new users as they’d like to by following the steps below. Step 1: UnderTeam, click Invite user. Step 2: Enter the requested information and select the role you would like that team member to have (account admin, employee, or bookkeeper). To learn more about the different role types, read What are

  • I am having trouble accessing the support chat.

    The chat function is only accessible through your Brex dashboard under Support. You can also chat with our support team through the link at the bottom of every help article, after logging into your Brex account. If you don't yet have a Brex account, please complete the application to the best

  • What is an email alias?

    If you need to have multiple Brex accounts, but only have one email address, you will need to use an email alias. If you use Gmail or Outlook, you're able to have a second invitation sent to the same email address by adding a plus sign (+) and an additional

  • How should I format my shipping address?

    Incorrectly formatted addresses are one of the top reasons for undelivered physical cards. Please review the suggestions below for suggestions on how to enter your address. We want your card to get to the right place! Add relevant secondary address details Many cards are undeliverable as the secondary address is missing and

  • If my account has been suspended, what can I do?

    When an account is suspended, we review your current information and temporarily suspend transactions on your account. During this time, you’ll be limited to downloading your statements from your dashboard and won’t be able to transact on your Brex Cash account or cards. We appreciate your patience and we’ll update you

  • How do I auto forward my receipts?

    If you use Gmail, you can set up auto-forwarding to receipts@brex.com so that your email receipts match directly with your Brex transactions. For instructions on how to set this up, read this Google Help Center article. Once you have completed setup, you will receive a confirmation email from Brex.

  • Can I have more than one business name associated with my account?

    We currently allow for companies to have one legal business name and one Doing Business As (DBA) name on their Brex account. Establishing a DBA name requires legal documentation. More information can be found in Who should my checks be payable to when depositing funds into Brex Cash?.

  • Can I add my bookkeeper to my account?

    You can add a user with the bookkeeper role, which will give them the ability to see and export your transaction history on both the card and Brex Cash accounts. A user with the bookkeeper role will not be able to send money out of the Brex Cash account. Important: Card

  • How do I change another user's role?

    Brex admins can update their team member's role type by following the steps below. Step 1: UnderTeam, enter the cardholder's name in the search bar and click their name when it appears. Step 2: To the right of User role under the Role section, select an option from the dropdown menu to update the role

  • How can I see what my user limit is and how much I have spent?

    Your user limit is the amount that you're able to spend as an individual on a monthly basis. It will reset on the 1st of every month and is independent of your company's credit limit and spending as a whole. To review your user limit and transactions, follow the steps below. Step

  • Onboarding guide for Brex card admins

    Welcome to Brex! Congratulations on getting your corporate card. We'll walk you through the setup process for your Brex account and introduce you to its main functions to ensure you get the maximum value. Step 1: Get started with your virtual card Upon logging into Brex for the first time, you'll automatically be

  • I was invited to use Brex, what's next?

    If your team's admin has created a new user account for you, you'll receive an email with the subject line: [Action Required] Welcome to Brex! Your corporate card is waiting, which will include a button that says Create account. Once you activate your account, you'll be redirected to the Brex dashboard

  • How can I see how much my company has spent in this statement cycle?

    We’re currently developing more robust tools for easily tracking and visualizing your account spend. In the meantime, please refer to the following steps to estimate your company spend in this statement cycle. Step 1: Navigate to the Transactions page under the Card tab of your Brex dashboard. Step 2: Note down the

  • How can I enable or disable SMS notifications?

    To adjust your SMS notifications, follow the steps below. Step 1: Click Settings on the bottom left side of your Brex dashboard. Step 2: Under Notifications, find SMS notifications and toggle to select on or off. Please read How do I manage notifications on the mobile app? for more information.

  • When I close my account, will my data be deleted?

    We’re sorry to see you go! Once your account is closed, all information that can be deleted will be removed from Brex databases. Please keep in mind, however, that certain information–or de-identified information associated with your company’s Brex account–may nonetheless remain on systems owned or maintained by Brex where required to

  • How can I reset my password on my Brex dashboard?

    To reset your password when you can't access your Brex account, please click here to request a reset link. To reset your password from your Brex dashboard, please follow the steps below. Step 1: Click Settings on the bottom left-hand of the Brex dashboard. Step 2: Under Personal, find Password and click Reset.

  • What learning resources does Brex have available?

    One of our primary educational resources is our Learning Center. This site provides general industry-wide information on financial topics like cash management, credit scores, loans, security, and cryptocurrency. Not all topics are directly related to Brex features or abilities, so if you’re looking for details about Brex-specific topics, browse our Help

  • Can I update my company’s name?

    Yes! We require legal name change documents in order to update your company’s name. The documents required are: Secretary of State name change filing document. The IRS letter confirming your company's EIN (which can be under the old name). You can chat with Brex Support to provide this information so we can help make

Open an account

Account & User Management

  • How can I update my phone number?

    To update the phone number associated with your Brex account, please follow the steps below. Step 1: Under the Brex tab at the top right of your dashboard, select Settings. Step 2: Under the Personal tab, you'll see Phone number. Step 3: Click Update on the right and enter your new number. If you're not

  • How do I close my account?

    Brex Cash To close your Brex Cash account, please follow these steps: Step 1: Under the Brex tab on the top right of your dashboard, select Settings. Step 2: Click Company and scroll down to Brex accounts. Step 3: Select Close Account and follow the prompts. Monthly statements card To close your Brex account, you will need

  • Can I schedule a demo after I recently opened a Brex account?

    Currently, our support team isn’t able to schedule individual demos. However, if you’d like additional resources on getting started with your Brex account, please review our onboarding guide for your role type: Onboarding guide for employees & AP clerks Onboarding guide for Brex Cash account admins Onboarding guide for Brex account admins Onboarding guide

  • How can I update my company's address?

    As a Brex admin, you are able to update your company’s address in the event that you have moved. The updated address will be used for your business's physical address, billing address, and the cash beneficiary address used for wire transfers (if your business has a Brex Cash account). To update

  • How is my credit score determined?

    Brex reports to Experian, Dun & Bradstreet, and Equifax on a monthly basis. These agencies use your Brex payment data to help determine your credit score–we are not involved in this calculation. For more details on how your information is processed, please reach out to your preferred credit bureau. Our

  • How do I add another primary owner to my Brex account?

    If you have a co-owner of your business, we can note this on your account to help us keep your business information up-to-date. To add a new business owner to your account, please follow the steps below. Step 1: Invite this individual as a new user using the How do I

  • I'm having trouble logging into my account.

    Brex dashboard Go directly to brex.com and click Sign in. If you're having trouble signing in, please follow the steps below depending on your issue. Forgot password If you forgot your password, enter your email address associated with your Brex account on this page. Click Submit and we’ll send you a link to

  • How can bookkeepers manage multiple Brex accounts?

    Pro access enables Brex bookkeepers and accounting partners to close their clients’ books faster by managing multiple Brex accounts under a single sign-in. To gain access, you’ll need to be a Brex accounting partner. If you’re interested, please contact your Brex relationship manager or email accountants@brex.com. One sign-in To begin managing multiple accounts

  • How do I set up pro access for bookkeepers?

    Pro access enables Brex bookkeepers and accounting partners to close their clients’ books much faster by managing multiple Brex accounts under one email address.Please refer to the relevant section below according to whether you are a Brex customer or with an accounting firm. Accounting firms How do I add clients to my

  • How can I contact Brex?

    We are standing by to help and listen. Please reach out with any questions or feedback! Customer support: Chat with us (Hours: 5am-8pm PT, 7 days per week) from your Brex dashboard. Sales: sales@brex.com Rewards:rewards@brex.com Press: press@brex.com Careers: careers@brex.com General inquiries: contact@brex.com

  • Onboarding guide for Brex account admins

    Welcome to Brex! Congratulations on getting your corporate card and Brex Cash account. Please see the relevant section below for more details on your account features. Brex card setup Step 1: Get started with your virtual card Upon signing in to Brex for the first time, you'll automatically be issued a Brex virtual card.

  • Can I open a personal account with Brex?

    Our goal is to help businesses grow and develop, which is why we currently require incorporation for Brex accounts and don’t provide cash management for personal use. We may expand our scope in the future but at the moment, we’re focused on all-in-one finance for businesses. If you’re a Brex admin,

  • I received an error message when inviting a new user.

    If you're unable to add a user, you will see this error message: This means the email is already associated with a different Brex account. You can resolve this by choosing one of the following options. Use an email alias to invite this user If your bookkeeper manages multiple accounts on Brex and

  • How do I suspend or unsuspend a user?

    As a Brex admin, you can suspend or unsuspend users at any time by following the steps below. Step 1: Under Team, search for the cardholder using the search bar and select the one you want to suspend/unsuspend. Step 2: At the top right of the user's details, click the icon of a

  • How do I create, edit, and delete departments?

    Brex admins can create, edit, and delete departments by following the steps below. Step 1: Click Team on the left side of your Brex dashboard, and then click Departments. Step 2: Click Add department in the top-right corner. Step 3: Assign a name and description to the department. Click Save. Your new department will

  • How do I create, edit, and delete locations?

    Brex admins can create, edit, and delete locations by following the steps below. Step 1: Click Team on the left side of your Brex dashboard, and then click Locations. Step 2: Click Add Location on the upper right side. Step 3: Assign a name and description. Step 4: Your new location will now be

  • Why am I being asked to verify my account details?

    To help keep your Brex account details accurate, we’ll periodically prompt admins to review and confirm various account information. This can include things like your address, industry, beneficial ownership information, etc. Only one admin on your account will need to confirm this information, but all admins will receive weekly prompts via

  • What is the early access tab in my Brex dashboard?

    The Early access tab–located in the Brex dropdown menu at the top-right of your Brex dashboard–in your Brex dashboard is where we’ll list any features that are currently in development. If any of them sound interesting to you, click Get updates to be notified if the feature is implemented. If you

  • How do I change the email address associated with my account?

    Currently, the only way to update the email address associated with your Brex account is to contact our support team. Send an email address update request to Brex Support via live chat so that we can update your account details. Once updated, your new email address will also apply to the following: Sign-in

  • How do I change a team member's user limit?

    Setting limits for individual users can help you manage your company's spend. By default, new users' credit limits will be $0. A Brex admin can increase their limit by following the steps below. Step 1: Click Team on the left side of your Brex dashboard. (This option isn’t currently available in

  • How can I safely upload documents?

    At Brex, your security is important to us in all methods of communication. When requesting important documents from you, we’ll always offer you a way to safely deliver those files. For documents such as bank statements, you’ll be able to upload them directly in your dashboard. In other cases, you may receive

  • What are the various Brex role types?

    New role names We've changed our role names to help you decide which roles best fit your team members. Account admin As an account admin, you’ll have complete access to your company’s Brex Cash account and overall account settings. You'll have visibility into all transactions, statements, limits, and balances, and are the only

  • How do I invite new users to Brex?

    Brex admins can invite as many new users as they’d like to by following the steps below. Step 1: UnderTeam, click Invite user. Step 2: Enter the requested information and select the role you would like that team member to have (account admin, employee, or bookkeeper). To learn more about the different role types, read What are

  • I am having trouble accessing the support chat.

    The chat function is only accessible through your Brex dashboard under Support. You can also chat with our support team through the link at the bottom of every help article, after logging into your Brex account. If you don't yet have a Brex account, please complete the application to the best

  • What is an email alias?

    If you need to have multiple Brex accounts, but only have one email address, you will need to use an email alias. If you use Gmail or Outlook, you're able to have a second invitation sent to the same email address by adding a plus sign (+) and an additional

  • How should I format my shipping address?

    Incorrectly formatted addresses are one of the top reasons for undelivered physical cards. Please review the suggestions below for suggestions on how to enter your address. We want your card to get to the right place! Add relevant secondary address details Many cards are undeliverable as the secondary address is missing and

  • If my account has been suspended, what can I do?

    When an account is suspended, we review your current information and temporarily suspend transactions on your account. During this time, you’ll be limited to downloading your statements from your dashboard and won’t be able to transact on your Brex Cash account or cards. We appreciate your patience and we’ll update you

  • How do I auto forward my receipts?

    If you use Gmail, you can set up auto-forwarding to receipts@brex.com so that your email receipts match directly with your Brex transactions. For instructions on how to set this up, read this Google Help Center article. Once you have completed setup, you will receive a confirmation email from Brex.

  • Can I have more than one business name associated with my account?

    We currently allow for companies to have one legal business name and one Doing Business As (DBA) name on their Brex account. Establishing a DBA name requires legal documentation. More information can be found in Who should my checks be payable to when depositing funds into Brex Cash?.

  • Can I add my bookkeeper to my account?

    You can add a user with the bookkeeper role, which will give them the ability to see and export your transaction history on both the card and Brex Cash accounts. A user with the bookkeeper role will not be able to send money out of the Brex Cash account. Important: Card

  • How do I change another user's role?

    Brex admins can update their team member's role type by following the steps below. Step 1: UnderTeam, enter the cardholder's name in the search bar and click their name when it appears. Step 2: To the right of User role under the Role section, select an option from the dropdown menu to update the role

  • How can I see what my user limit is and how much I have spent?

    Your user limit is the amount that you're able to spend as an individual on a monthly basis. It will reset on the 1st of every month and is independent of your company's credit limit and spending as a whole. To review your user limit and transactions, follow the steps below. Step

  • Onboarding guide for Brex card admins

    Welcome to Brex! Congratulations on getting your corporate card. We'll walk you through the setup process for your Brex account and introduce you to its main functions to ensure you get the maximum value. Step 1: Get started with your virtual card Upon logging into Brex for the first time, you'll automatically be

  • I was invited to use Brex, what's next?

    If your team's admin has created a new user account for you, you'll receive an email with the subject line: [Action Required] Welcome to Brex! Your corporate card is waiting, which will include a button that says Create account. Once you activate your account, you'll be redirected to the Brex dashboard

  • How can I see how much my company has spent in this statement cycle?

    We’re currently developing more robust tools for easily tracking and visualizing your account spend. In the meantime, please refer to the following steps to estimate your company spend in this statement cycle. Step 1: Navigate to the Transactions page under the Card tab of your Brex dashboard. Step 2: Note down the

  • How can I enable or disable SMS notifications?

    To adjust your SMS notifications, follow the steps below. Step 1: Click Settings on the bottom left side of your Brex dashboard. Step 2: Under Notifications, find SMS notifications and toggle to select on or off. Please read How do I manage notifications on the mobile app? for more information.

  • When I close my account, will my data be deleted?

    We’re sorry to see you go! Once your account is closed, all information that can be deleted will be removed from Brex databases. Please keep in mind, however, that certain information–or de-identified information associated with your company’s Brex account–may nonetheless remain on systems owned or maintained by Brex where required to

  • How can I reset my password on my Brex dashboard?

    To reset your password when you can't access your Brex account, please click here to request a reset link. To reset your password from your Brex dashboard, please follow the steps below. Step 1: Click Settings on the bottom left-hand of the Brex dashboard. Step 2: Under Personal, find Password and click Reset.

  • What learning resources does Brex have available?

    One of our primary educational resources is our Learning Center. This site provides general industry-wide information on financial topics like cash management, credit scores, loans, security, and cryptocurrency. Not all topics are directly related to Brex features or abilities, so if you’re looking for details about Brex-specific topics, browse our Help

  • Can I update my company’s name?

    Yes! We require legal name change documents in order to update your company’s name. The documents required are: Secretary of State name change filing document. The IRS letter confirming your company's EIN (which can be under the old name). You can chat with Brex Support to provide this information so we can help make

Account & User Management

  • How can I update my phone number?

    To update the phone number associated with your Brex account, please follow the steps below. Step 1: Under the Brex tab at the top right of your dashboard, select Settings. Step 2: Under the Personal tab, you'll see Phone number. Step 3: Click Update on the right and enter your new number. If you're not

  • How do I close my account?

    Brex Cash To close your Brex Cash account, please follow these steps: Step 1: Under the Brex tab on the top right of your dashboard, select Settings. Step 2: Click Company and scroll down to Brex accounts. Step 3: Select Close Account and follow the prompts. Monthly statements card To close your Brex account, you will need

  • Can I schedule a demo after I recently opened a Brex account?

    Currently, our support team isn’t able to schedule individual demos. However, if you’d like additional resources on getting started with your Brex account, please review our onboarding guide for your role type: Onboarding guide for employees & AP clerks Onboarding guide for Brex Cash account admins Onboarding guide for Brex account admins Onboarding guide

  • How can I update my company's address?

    As a Brex admin, you are able to update your company’s address in the event that you have moved. The updated address will be used for your business's physical address, billing address, and the cash beneficiary address used for wire transfers (if your business has a Brex Cash account). To update

  • How is my credit score determined?

    Brex reports to Experian, Dun & Bradstreet, and Equifax on a monthly basis. These agencies use your Brex payment data to help determine your credit score–we are not involved in this calculation. For more details on how your information is processed, please reach out to your preferred credit bureau. Our

  • How do I add another primary owner to my Brex account?

    If you have a co-owner of your business, we can note this on your account to help us keep your business information up-to-date. To add a new business owner to your account, please follow the steps below. Step 1: Invite this individual as a new user using the How do I

  • I'm having trouble logging into my account.

    Brex dashboard Go directly to brex.com and click Sign in. If you're having trouble signing in, please follow the steps below depending on your issue. Forgot password If you forgot your password, enter your email address associated with your Brex account on this page. Click Submit and we’ll send you a link to

  • How can bookkeepers manage multiple Brex accounts?

    Pro access enables Brex bookkeepers and accounting partners to close their clients’ books faster by managing multiple Brex accounts under a single sign-in. To gain access, you’ll need to be a Brex accounting partner. If you’re interested, please contact your Brex relationship manager or email accountants@brex.com. One sign-in To begin managing multiple accounts

  • How do I set up pro access for bookkeepers?

    Pro access enables Brex bookkeepers and accounting partners to close their clients’ books much faster by managing multiple Brex accounts under one email address.Please refer to the relevant section below according to whether you are a Brex customer or with an accounting firm. Accounting firms How do I add clients to my

  • How can I contact Brex?

    We are standing by to help and listen. Please reach out with any questions or feedback! Customer support: Chat with us (Hours: 5am-8pm PT, 7 days per week) from your Brex dashboard. Sales: sales@brex.com Rewards:rewards@brex.com Press: press@brex.com Careers: careers@brex.com General inquiries: contact@brex.com

  • Onboarding guide for Brex account admins

    Welcome to Brex! Congratulations on getting your corporate card and Brex Cash account. Please see the relevant section below for more details on your account features. Brex card setup Step 1: Get started with your virtual card Upon signing in to Brex for the first time, you'll automatically be issued a Brex virtual card.

  • Can I open a personal account with Brex?

    Our goal is to help businesses grow and develop, which is why we currently require incorporation for Brex accounts and don’t provide cash management for personal use. We may expand our scope in the future but at the moment, we’re focused on all-in-one finance for businesses. If you’re a Brex admin,

  • I received an error message when inviting a new user.

    If you're unable to add a user, you will see this error message: This means the email is already associated with a different Brex account. You can resolve this by choosing one of the following options. Use an email alias to invite this user If your bookkeeper manages multiple accounts on Brex and

  • How do I suspend or unsuspend a user?

    As a Brex admin, you can suspend or unsuspend users at any time by following the steps below. Step 1: Under Team, search for the cardholder using the search bar and select the one you want to suspend/unsuspend. Step 2: At the top right of the user's details, click the icon of a

  • How do I create, edit, and delete departments?

    Brex admins can create, edit, and delete departments by following the steps below. Step 1: Click Team on the left side of your Brex dashboard, and then click Departments. Step 2: Click Add department in the top-right corner. Step 3: Assign a name and description to the department. Click Save. Your new department will

  • How do I create, edit, and delete locations?

    Brex admins can create, edit, and delete locations by following the steps below. Step 1: Click Team on the left side of your Brex dashboard, and then click Locations. Step 2: Click Add Location on the upper right side. Step 3: Assign a name and description. Step 4: Your new location will now be

  • Why am I being asked to verify my account details?

    To help keep your Brex account details accurate, we’ll periodically prompt admins to review and confirm various account information. This can include things like your address, industry, beneficial ownership information, etc. Only one admin on your account will need to confirm this information, but all admins will receive weekly prompts via

  • What is the early access tab in my Brex dashboard?

    The Early access tab–located in the Brex dropdown menu at the top-right of your Brex dashboard–in your Brex dashboard is where we’ll list any features that are currently in development. If any of them sound interesting to you, click Get updates to be notified if the feature is implemented. If you

  • How do I change the email address associated with my account?

    Currently, the only way to update the email address associated with your Brex account is to contact our support team. Send an email address update request to Brex Support via live chat so that we can update your account details. Once updated, your new email address will also apply to the following: Sign-in

  • How do I change a team member's user limit?

    Setting limits for individual users can help you manage your company's spend. By default, new users' credit limits will be $0. A Brex admin can increase their limit by following the steps below. Step 1: Click Team on the left side of your Brex dashboard. (This option isn’t currently available in

  • How can I safely upload documents?

    At Brex, your security is important to us in all methods of communication. When requesting important documents from you, we’ll always offer you a way to safely deliver those files. For documents such as bank statements, you’ll be able to upload them directly in your dashboard. In other cases, you may receive

  • What are the various Brex role types?

    New role names We've changed our role names to help you decide which roles best fit your team members. Account admin As an account admin, you’ll have complete access to your company’s Brex Cash account and overall account settings. You'll have visibility into all transactions, statements, limits, and balances, and are the only

  • How do I invite new users to Brex?

    Brex admins can invite as many new users as they’d like to by following the steps below. Step 1: UnderTeam, click Invite user. Step 2: Enter the requested information and select the role you would like that team member to have (account admin, employee, or bookkeeper). To learn more about the different role types, read What are

  • I am having trouble accessing the support chat.

    The chat function is only accessible through your Brex dashboard under Support. You can also chat with our support team through the link at the bottom of every help article, after logging into your Brex account. If you don't yet have a Brex account, please complete the application to the best

  • What is an email alias?

    If you need to have multiple Brex accounts, but only have one email address, you will need to use an email alias. If you use Gmail or Outlook, you're able to have a second invitation sent to the same email address by adding a plus sign (+) and an additional

  • How should I format my shipping address?

    Incorrectly formatted addresses are one of the top reasons for undelivered physical cards. Please review the suggestions below for suggestions on how to enter your address. We want your card to get to the right place! Add relevant secondary address details Many cards are undeliverable as the secondary address is missing and

  • If my account has been suspended, what can I do?

    When an account is suspended, we review your current information and temporarily suspend transactions on your account. During this time, you’ll be limited to downloading your statements from your dashboard and won’t be able to transact on your Brex Cash account or cards. We appreciate your patience and we’ll update you

  • How do I auto forward my receipts?

    If you use Gmail, you can set up auto-forwarding to receipts@brex.com so that your email receipts match directly with your Brex transactions. For instructions on how to set this up, read this Google Help Center article. Once you have completed setup, you will receive a confirmation email from Brex.

  • Can I have more than one business name associated with my account?

    We currently allow for companies to have one legal business name and one Doing Business As (DBA) name on their Brex account. Establishing a DBA name requires legal documentation. More information can be found in Who should my checks be payable to when depositing funds into Brex Cash?.

  • Can I add my bookkeeper to my account?

    You can add a user with the bookkeeper role, which will give them the ability to see and export your transaction history on both the card and Brex Cash accounts. A user with the bookkeeper role will not be able to send money out of the Brex Cash account. Important: Card

  • How do I change another user's role?

    Brex admins can update their team member's role type by following the steps below. Step 1: UnderTeam, enter the cardholder's name in the search bar and click their name when it appears. Step 2: To the right of User role under the Role section, select an option from the dropdown menu to update the role

  • How can I see what my user limit is and how much I have spent?

    Your user limit is the amount that you're able to spend as an individual on a monthly basis. It will reset on the 1st of every month and is independent of your company's credit limit and spending as a whole. To review your user limit and transactions, follow the steps below. Step

  • Onboarding guide for Brex card admins

    Welcome to Brex! Congratulations on getting your corporate card. We'll walk you through the setup process for your Brex account and introduce you to its main functions to ensure you get the maximum value. Step 1: Get started with your virtual card Upon logging into Brex for the first time, you'll automatically be

  • I was invited to use Brex, what's next?

    If your team's admin has created a new user account for you, you'll receive an email with the subject line: [Action Required] Welcome to Brex! Your corporate card is waiting, which will include a button that says Create account. Once you activate your account, you'll be redirected to the Brex dashboard

  • How can I see how much my company has spent in this statement cycle?

    We’re currently developing more robust tools for easily tracking and visualizing your account spend. In the meantime, please refer to the following steps to estimate your company spend in this statement cycle. Step 1: Navigate to the Transactions page under the Card tab of your Brex dashboard. Step 2: Note down the

  • How can I enable or disable SMS notifications?

    To adjust your SMS notifications, follow the steps below. Step 1: Click Settings on the bottom left side of your Brex dashboard. Step 2: Under Notifications, find SMS notifications and toggle to select on or off. Please read How do I manage notifications on the mobile app? for more information.

  • When I close my account, will my data be deleted?

    We’re sorry to see you go! Once your account is closed, all information that can be deleted will be removed from Brex databases. Please keep in mind, however, that certain information–or de-identified information associated with your company’s Brex account–may nonetheless remain on systems owned or maintained by Brex where required to

  • How can I reset my password on my Brex dashboard?

    To reset your password when you can't access your Brex account, please click here to request a reset link. To reset your password from your Brex dashboard, please follow the steps below. Step 1: Click Settings on the bottom left-hand of the Brex dashboard. Step 2: Under Personal, find Password and click Reset.

  • What learning resources does Brex have available?

    One of our primary educational resources is our Learning Center. This site provides general industry-wide information on financial topics like cash management, credit scores, loans, security, and cryptocurrency. Not all topics are directly related to Brex features or abilities, so if you’re looking for details about Brex-specific topics, browse our Help

  • Can I update my company’s name?

    Yes! We require legal name change documents in order to update your company’s name. The documents required are: Secretary of State name change filing document. The IRS letter confirming your company's EIN (which can be under the old name). You can chat with Brex Support to provide this information so we can help make