You can edit some details for an existing bank account or add a different bank account. You can also disable or remove bank accounts from your profile.
To edit bank account details:
Go to the Bank accounts section.
Click "Unlock" and confirm your account password.
Click on the bank account you’d like to edit.
Click the three dots on the right side and click "Edit".
The details that you will be able to edit are Account type, Account holder name, and Account holder address.
If you wish to change major details such as the bank account number, routing number, etc., you will need to add a new payment method with the new details.
Adding a new payment method
You can add as many bank accounts as you like in different currencies. Check out this article for the list of the currencies we support.
💡 Please note: Be sure to add the correct currency your bank account is able to support.
Go to the Bank accounts section.
Click "Unlock" and confirm your account password.
Click "Add another payment method" and enter the bank details.
Once you’ve entered the required information, the new bank account will be added to your payment methods list.
If you would like Plane to send payments to your new bank account, you’ll need to make it the Default account.
To set up a default account:
Go to the Bank accounts section.
Click on the bank account that you’d like to make your default account .
Click on the three dots on the right side and select "Make default".
💡 Please note: If you'd like to change your default account, please ensure that the new account has already been added.
ℹ️ Important Information: There’s an exception when your payment may not be sent to your default bank account. You can find more information on how the default account works here.
To disable a payment method:
Go to the Bank accounts section.
Click "Unlock" and confirm your password.
Click on the bank account you’d like to disable.
Click the three dots on the right side and select "Disable".
If you need to remove a bank account from your profile, you’ll need to delete it.
To delete a bank account:
Go to the Bank accounts section.
Click "Unlock" and confirm your password.
Select the bank account you’d like to delete.
Click on the three dots on the right side and click "Delete".
💡 Please note: In order to delete a bank account, you will need to add at least 1 other payment method to your profile.
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Questions? Please don't hesitate to reach out to us at support@plane.com or use the live chat option at work.plane.com