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.




IMPORTANT NOTE: If you are deleting a bank account that is linked to your ongoing raffle please make sure you email support@trellis.org about the changes so we can update your raffle.

Need Help?
If you have questions or need assistance, reach out to our Product Engagement Team via the blue chat icon or email support@trellis.org.