Manage your Brex business account balance

You can initiate outbound ACH transfers through your Brex app or dashboard to send funds to an external account. Read more in this help article.

You can initiate outbound wires, whether domestic or international, from your Brex dashboard by following the steps in this help article. You can also provide a vendor with your Brex business account details and have them pull the funds from your account.

From your dashboard, you can send outbound checks to recipients by mail. The steps for this process are available in this help article.

There’s no cap on the amount of funds you can pull from your Brex business account using your external bank account’s platform. You can do this by following these instructions: Step 1: Sign in to your external bank account. Step 2: Navigate to your bank’s page for making transfers. Step 3: Enter your Brex account details and confirm the transfer.

You can move funds between your checking and treasury or vault account by following the steps in this article. Brex business accounts owned by other Brex users or under a different EIN are treated as external transfers, allowing you to add them as a vendor if you plan on transferring to or from them on a recurring basis.. For more information on setting up vendors, refer to this help article. Since we aren’t a bank, we have partner banks such as Column N.A., Member FDIC, that allow us to process transfers. You might see these institutions referenced when you initiate a wire or ACH, or send a check.

You can initiate inbound ACHs from either your app or your dashboard. If this is your first time depositing funds, start by connecting the external bank account you’d like to use. This verifies that you're authorized to pull funds from that account. Going forward, when you transfer funds from your dashboard, you can select your bank and initiate a transfer without any sign-in credentials. Once you have an external bank connected, please follow these steps to initiate an ACH debit.

Wires, especially domestic wires, often process the fastest of all transfers, making them a good option if you need to fund your account quickly. You can initiate them from your Brex dashboard by following the steps in this help article. You can also provide a vendor with your Brex business account details and have them push the funds into your account.

When you have a check in hand, you can deposit it into a Brex business account from your app by following the instructions in this help article.

Note: We cannot accept mailed checks.

You have unlimited access to deposit funds to your Brex account by way of an externally initiated transfer. This is when you arrange a transfer from your external bank account’s platform that pushes funds into your Brex business account. You can do this by following these instructions:

1. Sign in to your external bank account.
2. Navigate to your bank’s page for making transfers.
3. Enter your Brex account details and confirm the transfer.

You can move funds between your checking account and your treasury or vault account by following the steps in this article.

For transfers between business accounts under different Brex accounts, you can set up vendors to easily move funds from one to another by clicking Vendors > Add vendor. For more information on setting up vendors, refer to this help article.

You can choose to send a payment immediately or have it sent at a later date, on a monthly, weekly, or custom schedule. Please follow the steps below to make a payment from your Brex dashboard. Step 1: Go to Account > Brex business accounts. Next to the account you’d like to send funds from, click > Move money > Send money. Alternatively, select your Checking account and click Send money. Step 2: Enter the payment details, including the payment type, beneficiary information, and amount. Step 3: Choose the desired payment date and note the estimated arrival time on the right side. Note: If you’re sending an international wire, you’ll also have the option to choose whether you want the payment to be in USD or local currency. If this is a one-time payment, select Review to confirm the payment details and complete the transaction as scheduled. If you'd like this payment to repeat, please continue to step 4. Step 4: Select Repeat this payment. Step 5: Choose how often you would like the payment to recur (monthly, weekly, or custom frequency). Step 6: Confirm when you'd like the repeating payment to end. Step 7: Review the recurring payment details and select Create recurring payment. You're all set! To view the scheduled or recurring payment, navigate to Transactions and click Status. You should see a drop-down menu with the option to filter your transactions by scheduled transfers.

Step 1: Sign in to the Brex app and tap Accounts at the bottom. Step 2: On the Brex business account page, click the Send button near the top of the screen. Step 3: Select the payment method, and the Checking account to use for the payment under From. Step 4: Select a recipient to pay under To. Step 5: Enter the recipient name, or select one from the list. You can also enter a new recipient. Step 6: Enter the payment amount and tap Continue. Step 7: Choose the desired Payment date and enter an optional description, then tap Continue. Step 8: After reviewing the payment details, select Send to begin processing the payment.

Step 1: In your Brex dashboard, go to Account > Brex business accounts, and click Move money > Add funds. Alternatively, select your Checking account, and click Add funds. Step 2: Select the account you'd like to transfer funds from and click Next. Note: If this is your first time depositing funds, you'll need to connect the desired account prior to transferring. Step 3: Enter the amount you'd like to transfer and the date you want the transfer to begin processing. If this is a one-time deposit, select Review to confirm the payment details and complete the transfer. To repeat this deposit, continue to Step 4. Step 4: Select Repeat this deposit. Step 5: Choose how often you'd like the deposit to recur and set an end date. Step 6: Review the recurring deposit details and click Add funds to complete.

Step 1: Tap Transfer and choose your desired payment method.

Step 2: Select the account to use for the payment under From.

Step 3: Choose an existing recipient and tap Continue, or tap Add new recipient.

Step 4: If adding a new recipient, enter their sending information throughout the next several screens.

Step 5: Enter the payment amount.

Step 6: Choose the date for the initial transfer.

Step 7: From the dropdown menu, choose how often you’d like this payment to repeat. If you select Custom, you’ll be asked to customize how often the payment repeats, what day it repeats on, and when the repeating payment ends.

Step 8: Press Send.

After you’ve set up a recurring payment or deposit it, you can find it in your dashboard under Transactions > Status. Once here, adjust your filters to see only transactions that are Scheduled. You can cancel the scheduled transfer or edit it up until its first initiation by following the steps in this help article.

In the Brex mobile app, account admins can check on what types of deposits are currently available for their account, following the instructions below.

Step 1: Sign in to the Brex mobile app.

Step 2: Click Settings (the gear icon).

Step 3: Select Weekly deposit limits.

Step 4: Review your 7-day limit and current options for check and Brex ACH deposits (i.e. ACH deposits from connected bank accounts you’ve added to Brex). There are no limits on external bank ACH deposits.

Note: If you’ve exhausted your limit for Brex ACH deposits, it’s still possible to schedule a transfer for a future date. If you try to deposit an amount beyond your weekly limit, you’ll receive an error message notifying you of your current limit.