How do I set up multiple Brex Cash accounts?

If you are approved for a Brex Cash account, account admins can create up to 8 individual accounts under one EIN. The individual accounts will have unique account numbers but the same permissions as your primary account. They can be used to deposit funds for various reasons including, for example, different categories of spending. Admins will also be able to transfer funds instantly between accounts.

In the dashboard

To create an additional Brex Cash account, follow the steps below.

Step 1: In your Brex dashboard, navigate to Cash > Transactions> Add an account.

Step 2: In the pop-up window, click Get started. If you aren’t seeing a pop-up window, please ensure that you disable any pop-up blockers on your browser.

Step 3: Review the account features and click Add account.

Step 4: Create a name for the account to help you differentiate it from other Brex Cash accounts (i.e. “Operating Account”). Click Next.

Step 5: Review the Terms & Conditions and if you agree, click Finish.

Step 6: On the Transactions page under the Cash tab, you will now see the new account in the dropdown menu at the top of the page.

In the app

Users can create, move money between, and manage many aspects of multiple accounts in the Brex mobile app.

Step 1: Sign in to the Brex app and tap the $ icon at the bottom of the home screen.

Step 2: On the Cash page, tap the Primary account dropdown menu.

Step 3: Tap Create account.

Step 4: Follow instructions to approve terms and conditions, and create an account nickname.

Step 5: Transfer funds from an existing Cash account to fund your new account and start using it.

How do I customize my Brex Cash accounts?

You can change the name associated with each of your Brex Cash accounts under Cash > Transactions in your dashboard. Click Edit to the right of the account name to enter a new name.

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