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Account & user management

  • How can I change an existing user to/from a reimbursement-only role?

    Account admins can change an existing user between a  card-holding role and a reimbursement-only role  at any time from within their dashboard. Reimbursement-only roles are suited for employees who can submit reimbursement requests but won’t be able to hold corporate cards.

  • How can I invite users as reimbursement-only?

    Reimbursement-only users are a type of employee role who are able to submit reimbursement requests but do not have access to corporate cards. Invite a single user To invite a single reimbursement-only user to your Brex account, an admin can follow these steps.

  • What are the various Brex role types?

    Roles available Account admin Note: This role type is only available for accounts with Brex Cash enabled. As an account admin, you’ll have complete access to your company’s Brex Cash account and overall account settings.

  • How do I add and manage the users on my Brex account?

    Brex offers two different ways for admins to add and manage users on their Brex account. You can use any of the following methods at any time, and switch between them as you see fit: Email (single invite) HRIS integration Email (single invite) Admins can send an invitation to a

  • How do I find my primary representative’s contact information?

    Your primary representative is your direct point of contact at Brex, who you can reach out to at any time with account related questions. Your representative is there to support you over the lifespan of your account, and will help customize your Brex experience to meet your individual business needs.

  • How do I invite new users in bulk via HRIS?

    Brex’s Human Resource Information System (“HRIS”) integration helps to manage your Brex users from within your HRIS Platform rather than from within the Brex Dashboard. How to connect Before connecting, please make sure that you have access to the Brex Admin account and an HRIS top-level Admin account.

  • 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.

  • 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. When setting up a filter to auto-forward receipts, Brex will automatically approve the request to forward emails from Gmail.

  • How do I enable dark mode?

    Dark mode can now be enabled in both the Brex dashboard and mobile app. Dashboard Step 1: Click your company name at the top right of your dashboard and select Settings. Step 2: Under the Personal tab, Dark mode will be the option at the very bottom of the page.

  • Why did Brex decide to focus on startups and scaled companies?

    When Brex introduced its software platform Empower, we made the decision to focus our service on startups and scaled companies. We realized we couldn’t successfully serve companies of all sizes at the same time. Unfortunately, this means some of our Brex customers’ accounts will be closed.

  • 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: In your dashboard, go to Team > User and click Invite user. Step 2: Enter the requested information and select the role you would like that team member to have (account admin, employee,

  • How do I enable or disable WhatsApp notifications?

    WhatsApp is a messaging tool that allows customers all over the world to access messages with a data signal instead of a cellular network. Because Brex works globally, we’re offering WhatsApp capabilities so that international teams can easily manage expenses wherever they may be.

  • 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. Interested in learning more about how this works?

  • 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.

  • 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.

  • 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.

  • 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.

  • 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.

  • How do I reset my 2FA?

    To best protect your account’s security, we use 2FA (two-factor authentication) when you sign in. If you use an authenticator app like Twilio Authy or Google Authenticator and aren’t receiving the code, you can reset your 2FA method via the sign in process Note: If you’ve elected to receive SMS

  • How do I uninvite a user?

    If a new user hasn’t accepted their invitation to create a Brex account, admins will still have the option to mark them as uninvited by following these steps. Step 1: In your dashboard, go to Team > Users.

  • 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.

  • 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.

  • 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.

  • 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

  • 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.

  • How do I close my account?

    Brex Cash To close your Brex Cash account, please follow these steps: Note: If you have multiple Brex Cash accounts, please read How do I close one or more Brex Cash accounts?. Step 1: Click your company's name at the top right of your dashboard and select Settings.

  • 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: Under Team, enter the cardholder's name in the search bar and click their name when it appears.

  • How should I format my shipping address?

    We want your card to get to the right place! 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.

  • How can I update my phone number?

    To update the phone number associated with your Brex account, please follow the steps below. Step 1: Click your company's name at the top right of your dashboard and select Settings. Step 2: Under the Personal tab, you'll see Phone number.

  • 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.

  • 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.

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

    We currently allow 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 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).

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

    Currently, our support team isn’t able to schedule individual demos. However, we do have some great resources available to help you get started with your Brex account. To learn what your dashboard has to offer,check out our guided product tour: Brex product tour If you’d prefer reading through one of

  • 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

  • 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.

  • 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.

  • 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 your company's name at the top right of your dashboard and select Settings.

  • How can I enable or disable SMS notifications?

    To adjust your SMS notifications, follow the steps below. Step 1: Click your company's name at the top right of your dashboard and select Settings. 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?

  • 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).

  • 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

  • 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.

  • 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

  • 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

  • Can I request a 1099 form from Brex?

    Brex Cash accounts If you have a Brex Cash account, your primary account admin will be emailed a 1099-DIV form at the beginning of the calendar year–by mid-February at the latest, in time for tax season.

  • Updating your 2FA method

    To change your 2FA method, please follow the steps below. Step 1: Click your company's name at the top right of your dashboard and select Settings. Step 2: In the Personal tab, find Two-factor authentication and click Change. Step 3: Choose your new authentication method and click Continue.

  • Can multiple users access my Brex account via 1Password?

    Yes! There is a workaround to use 1Password to allow multiple users to access your Brex account. Step 1: Install 1Password as a browser extension. Store the username/password. Step 2: Edit your 2FA method from within the Brex dashboard and choose Authentication app.

  • Onboarding guide for Brex Cash with daily payments

    Welcome to Brex Cash Congratulations on getting your Brex Cash account and card with daily payments. As an account admin, you have access to a cash management account as well as a credit card with a daily servicing policy.