Brex | Enabling auto-sweep to access instant revenue
Open an account

Enabling auto-sweep to access instant revenue

If you sell through PayPal, Square, or Stripe, in order to qualify for instant revenue you’ll need to elect for your earnings to be automatically swept into your Brex account (or third-party bank account if you’d like to test instant revenue via trial access).

To do this, please follow the platform-specific instructions for PayPal and Square below, and Stripe (here).

Setting up auto-sweep on PayPal

First, make sure you meet these requirements:

  • You must have a Business PayPal account in good standing.
  • You must have a bank account linked to your PayPal account.
  • You must have lifted your withdrawal limit and verified your PayPal account.

Next, you must call PayPal directly via phone.

  • Once logged into your PayPal account click Contact at the bottom of the page.
  • Choose the Call Us option and call the number listed for your account. Use the unique code to quickly identify yourself to them.
  • When you reach a PayPal team member, explicitly ask for auto-sweep to be enabled on your account.

After that, PayPal will set up your account, and you should be able to see auto-sweep enabled. Log back into your PayPal account and follow these instructions:

  • Click Profile beside Log out and select Profile and settings.
  • Click My money.
  • Click Set near Automatic transfers.
  • Click Edit.
  • Click Yes, select the bank you want your money transferred to, and click Save.

Setting up automatic daily transfers on Square

  • Navigate to Settings in your online Square Dashboard or Square Point of Sale app.
  • Select Balance.
  • Under Transfer Schedule > select Automatic.

Was this article helpful?

|

Still can't find what you're looking for?

Chat with us->
Open an account

Enabling auto-sweep to access instant revenue

If you sell through PayPal, Square, or Stripe, in order to qualify for instant revenue you’ll need to elect for your earnings to be automatically swept into your Brex account (or third-party bank account if you’d like to test instant revenue via trial access).

To do this, please follow the platform-specific instructions for PayPal and Square below, and Stripe (here).

Setting up auto-sweep on PayPal

First, make sure you meet these requirements:

  • You must have a Business PayPal account in good standing.
  • You must have a bank account linked to your PayPal account.
  • You must have lifted your withdrawal limit and verified your PayPal account.

Next, you must call PayPal directly via phone.

  • Once logged into your PayPal account click Contact at the bottom of the page.
  • Choose the Call Us option and call the number listed for your account. Use the unique code to quickly identify yourself to them.
  • When you reach a PayPal team member, explicitly ask for auto-sweep to be enabled on your account.

After that, PayPal will set up your account, and you should be able to see auto-sweep enabled. Log back into your PayPal account and follow these instructions:

  • Click Profile beside Log out and select Profile and settings.
  • Click My money.
  • Click Set near Automatic transfers.
  • Click Edit.
  • Click Yes, select the bank you want your money transferred to, and click Save.

Setting up automatic daily transfers on Square

  • Navigate to Settings in your online Square Dashboard or Square Point of Sale app.
  • Select Balance.
  • Under Transfer Schedule > select Automatic.

Was this article helpful?

|

Still can't find what you're looking for?

Chat with us->

Enabling auto-sweep to access instant revenue

If you sell through PayPal, Square, or Stripe, in order to qualify for instant revenue you’ll need to elect for your earnings to be automatically swept into your Brex account (or third-party bank account if you’d like to test instant revenue via trial access).

To do this, please follow the platform-specific instructions for PayPal and Square below, and Stripe (here).

Setting up auto-sweep on PayPal

First, make sure you meet these requirements:

  • You must have a Business PayPal account in good standing.
  • You must have a bank account linked to your PayPal account.
  • You must have lifted your withdrawal limit and verified your PayPal account.

Next, you must call PayPal directly via phone.

  • Once logged into your PayPal account click Contact at the bottom of the page.
  • Choose the Call Us option and call the number listed for your account. Use the unique code to quickly identify yourself to them.
  • When you reach a PayPal team member, explicitly ask for auto-sweep to be enabled on your account.

After that, PayPal will set up your account, and you should be able to see auto-sweep enabled. Log back into your PayPal account and follow these instructions:

  • Click Profile beside Log out and select Profile and settings.
  • Click My money.
  • Click Set near Automatic transfers.
  • Click Edit.
  • Click Yes, select the bank you want your money transferred to, and click Save.

Setting up automatic daily transfers on Square

  • Navigate to Settings in your online Square Dashboard or Square Point of Sale app.
  • Select Balance.
  • Under Transfer Schedule > select Automatic.

Was this article helpful?

|

Still can't find what you're looking for?

Chat with us->