How to Change the Default Bank Account Connected

In this article, we will guide you in changing the default bank account saved in your Trellis Account

Step 1: Login to you Trellis Account

Step 2: On your Dashboard, go to Banking.

Step 3: Under Link Bank Accounts, click Add Account.

Step 4: Add the details of the new bank account then click Save.

Step 5: Click edit beside the newly added bank account and check "This is the default account for all..." and hit Save.

Step 6: Now you can delete the old bank account to avoid confusion.