Brex uses connected bank accounts to help determine your company’s credit limit. Account or card admins can connect additional bank accounts, remove or fix a current connection, and verify which accounts are currently connected, all from the Brex dashboard.
Add new bank connections
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: Click your company's name at the top right of your dashboard and select Settings.
Step 2: In 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.
Step 4: Choose whether you want to verify and securely save your phone number through Plaid’s system. Some institutions may use a phone number for verification purposes instead of your login credentials.
Remove bank connections
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: Click your company's name at the top right of your dashboard and select Settings.
Step 2: In the Bank connections tab, 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.
View connected bank accounts
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: Click your company's name at the top right of your dashboard and select Settings.
Step 2: In the Bank connections tab, click the caret to the right of the respective bank connection. All connected accounts for that bank will be displayed.
Fix a current connection
To understand how to fix a current connection, please read How can I reconnect my bank to Brex?.
Brex uses connected bank accounts to help determine your company’s credit limit. Account or card admins can connect additional bank accounts, remove or fix a current connection, and verify which accounts are currently connected, all from the Brex dashboard.
Add new bank connections
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: Go to Accounts > External accounts.
Step 2: In the top right, click Add account.
Step 3: Follow the prompts to enter your online banking credentials.
Remove bank connections
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: Go to Accounts > External accounts.
Step 2: 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: Choose whether you want to verify and securely save your phone number through Plaid’s system. Some institutions may use a phone number for verification purposes instead of your login credentials.
View connected bank accounts
Because Brex connects to your bank via your online login credentials, multiple bank accounts may be related to one set of login credentials. You can view the names and the last four digits of the account numbers of each one by following the steps below.
Step 1: Go to Accounts > External accounts.
Step 2: Click on the respective bank connection. All connected accounts for that bank will be displayed.
Fix a current connection
To understand how to fix a current connection, please read How can I reconnect my bank to Brex?.