thread Re: Change bank account in Archived Discussions (Read Only)

How do I Link or Change my Bank Account?

alecount — Tue, 22 Nov 2016 19:16:29 GMT

How and where can I change the bank account that is linked to my Square Register Account?

Re: How do I Link or Change my Bank Account?

Kelly — Tue, 19 Oct 2021 23:05:38 GMT

Great Question! You can Link and Edit your Bank Account at anytime from your Square Dashboard. To link a bank account, follow these steps:

Sign in to Account & Settings in your online Square Dashboard.
Add the requested bank account information. When adding a name for your bank, pick any name that will help you identify the account. It doesn’t have to be the same name on the bank account. It’s good to note that your account and routing numbers are usually listed at the bottom of your checks. Some credit unions use electronic account numbers for deposits from Square (ACH transactions), which can be different than the account number on your checks. You’ll want to confirm with your credit union that you’re using the correct account number.
Click Verify Account.

Once you change your banking information, you will receive a confirmation email confirming the changes. For security reasons, you will need to click on that email within 24 hours to kick start the verification process.

One thing to keep in mind, verifying a new bank account can take up to 5 business days, until the bank verification is fully complete any funds will be sent to your previously linked bank account.

To see more about linking or editing your banking information please see this video:

This post was updated October 12, 2017 to include a video resource.

Re: Is it possible to transfer an exsiting account to a new account?

Aldente69 — Thu, 19 May 2016 20:03:50 GMT

Please provide me with an email or phone number so we can change bank accounts. We had to close one account due to the theft of some checks.

Re: Is it possible to transfer an exsiting account to a new account?

Kelly — Sun, 22 May 2016 19:10:29 GMT

@Aldente69 Check out the info above on how to edit your bank account.

How do I set up a bank account to which all revenue goes?

lynn1944 — Wed, 30 Nov 2016 19:54:09 GMT

How do I set up a bank account to which all revenue goes?

Re: How do I set up a bank account to which all revenue goes?

FogataMexicana — Tue, 21 Jun 2016 20:10:53 GMT

on your dashboard click on account and settings link and then click on change bank account link and this should solve your issue. Hope this helps.

Re: How do I set up a bank account to which all revenue goes?

Tom — Thu, 23 Jun 2016 00:51:30 GMT

@lynn1944 — Important question! Check out @Kelly's reply in this thread for more information as well. Hope that helps. 🙂

Re: Change bank account

jbolinder80 — Thu, 30 Jun 2016 02:31:57 GMT

I changed bank accounts, and it said I would get an email to click on as you said, but that never came, anywhere, to any folders, spam trash or otherwise. Please help. I had tried this a month ago too, and never saw the email so figured I had misread it. The verification did not go through therefore, and it reverted back to the old bank account, which is a closed bank account. Please help

Re: Change bank account

EJ_ — Thu, 30 Jun 2016 13:53:10 GMT

@jbolinder80 you might need to contact our Support Team directly so they can help you out.

Re: Change bank account

jbolinder80 — Thu, 30 Jun 2016 14:32:06 GMT

Ok I'll do that. waited over night. Email still not in any folders, spam, trash, etc. No where to be found. Thanks

How can I cancel a linked bank account?

TreyBreakFast — Sat, 09 Jul 2016 16:43:11 GMT

How can I cancel a linked bank account?

Re: How can I cancel a linked bank account?

Tom — Sat, 09 Jul 2016 18:37:08 GMT

Hey @TreyBreakFast, take a look at Kelly's reply in this post. Hope that clears things up for you!

Re: Can I transfer my Square Account?

drrosied — Sun, 17 Jul 2016 20:06:18 GMT

I want to add another bank account

Re: Can I transfer my Square Account?

drrosied — Sun, 17 Jul 2016 20:11:00 GMT

No just add another account

Re: Can I transfer my Square Account?

Kelly — Sun, 17 Jul 2016 20:11:34 GMT

@drrosied Check out my answer above for instructions on editing your bank account.

how can i change my phone number and the name of my business and my new bank account

joychristinawil — Fri, 26 Aug 2016 01:24:12 GMT

How i can i change my phone number and the name of my business and my new bank account

Re: how can i change my phone number and the name of my business and my new bank account

Kelly — Sun, 28 Aug 2016 20:32:44 GMT

You can edit all of your account information right from your Square Dashboard. Check out my answer above for info on updating your account info.

Re: Change bank account

nibor — Fri, 30 Sep 2016 12:48:02 GMT

Hi Kelly, I'm wondering if you can help me. I haven't used Square for about a year, and now that I'm logged on I want to confirm my bank account. However, although I do know how to get to it (account & settings-> change bank account), it will not open the bank account window. I have tried this from the app, from a tablet on the website, and from desktop on two computers. I can click and open the other options under account & settings (get free processing doesn't work either), but bank account does nothing. I also typed in this supposed linked url https://squareup.com/dashboard/business/bank-account but it just takes me back to the dashboard.

I would like to use Square tomorrow but am uncertain it is operable. Please help. Thanks.

Re: Change bank account

Christina0013 — Sun, 02 Oct 2016 14:00:16 GMT

Hi, I'm also trying to change my bank account/remove old, now closed account and I keep getting an error message saying that the routing number does not belong to a known bank. It's Chase...it's a pretty well known bank. I've already checked that I didn't "misspell" the number and asked my husband to look at it to see if I was mistaken in my belief that I did not "misspell" the number...nope, we both see it as correct. I tried on both the phone app and the website, and got the error message both times. Thanks in advance for any insight.

Re: Change bank account

EJ_ — Tue, 04 Oct 2016 16:14:27 GMT

@nibor @Christina0013 That sounds a bit strange. Have you tried any of the web browser troubleshooting tips like clearing your cache, updating your browser, or switching browsers entirely?