How do I create, assign, and delete legal entities?

Legal entities are a type of classification that can be assigned to user profiles within your Brex account. These legal entities can be exported along with transaction data to your ERP system with Brex Empower. Brex admins can create legal entities by following these steps.

Step 1: In your Brex dashboard, click Team > Legal entities.

Step 2: Click Add legal entity in the top-right corner.

Step 3: Assign a name and click Save.

Note: Brex has a regulatory obligation to collect and verify Know Your Customer (KYC) information on each legal entity prior to providing any financial services. Your new legal entity will be available to assign to users within your Brex account. Once a legal entity is created, it can be deleted, but not edited.

Assigning legal entities

By assigning a legal entity to a user, future transactions made by that user will be categorized with the same legal entity that was assigned. Brex admins can assign legal entities to users by following these steps.

Step 1: In your Brex dashboard, click Team and then click the user's name.

Step 2: Select the corresponding legal entity from the Legal entity dropdown.

Deleting legal entities

While legal entities cannot be edited once created, they can be deleted entirely. This can be done by a Brex admin following these steps.

Step 1: In your Brex dashboard, click Team > Legal entities.

Step 2: Find the legal entity that you wish to delete and ensure that there are no members.

Step 3: At the bottom of the screen, click Delete.