Solved: Re: how can i change my phone number and the name ... - Page 3

alecount · ‎05-03-2016

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

Kelly · ‎05-09-2016

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.

View Solution >

lynn1944 · ‎06-21-2016

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

FogataMexicana · ‎06-21-2016

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.

Tom · ‎06-22-2016

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

️ Tom | he/him
Square Community Program Manager | Square, Inc.
Find step-by-step help in our Support Center

Shooter193683 · ‎01-24-2020

your system will not accept my current password and I cant remember my original password

ashc · ‎01-25-2020

Hi @Shooter193683!

Sounds like you'll need to reset your password with a Forgot Password link.

You'll see the option for it under the login boxes and it'll send you an email to reset your password.

Ashley C
Community Moderator, Square
Sign in and click Mark as Best Answer if my reply answers your question.

TreyBreakFast · ‎07-09-2016

How can I cancel a linked bank account?

Tom · ‎07-09-2016

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

️ Tom | he/him
Square Community Program Manager | Square, Inc.
Find step-by-step help in our Support Center

drrosied · ‎07-17-2016

I want to add another bank account

drrosied · ‎07-17-2016

No just add another account

Kelly · ‎07-17-2016

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

joychristinawil · ‎08-25-2016

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

Kelly · ‎08-28-2016

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.

Christina0013 · ‎10-02-2016

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.

EJ_ · ‎10-04-2016

@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?

nibor · ‎01-09-2017

@EJ_ I ended up figuring out what the problem was.... I was logged in with an email which was an associated (employee) sub-account. Logging in main account email is only way to have access to change the settings. Thanks for responses

Chad · ‎01-09-2017

@cathielolo That is a great question, but we are on the thread for linking a bank account.

I recomend using the search bar above to find a thread on invoices. Using just a couple of key words should get you going in the right direction!

Alternatively, if you can't find a post on the topic you can start a new thread in the Community. I'm sure other sellers have a similar question and this will help keep the community organized.

If you have any other questions related to bank accounts in this thread please let me know! 😎

sonjaspirit · ‎11-18-2016

I'm unable to change my bank account information. Please help

Sean · ‎11-20-2016

@sonjaspirit - Sorry to hear about the trouble! What seems to be happening when you update the information from your dashboard?

Sean
he/him/his
Product Manager | Square, Inc.

joruiz7547 · ‎12-22-2016

i want to cahnge my bank

Sean · ‎12-25-2016

@joruiz7547 - Just log in to your Square Dashbaord and enter the new bank details. 🙂

Sean
he/him/his
Product Manager | Square, Inc.

cathielolo · ‎01-09-2017

Square seems way complicated to me, but a friend convinced me to download the app. I have it and am expecting to start receiving payments from customers. However, how do I let square know where these payment should end up? I haven't provided my bank account info. Thanks.

How do I Link or Change my Bank Account?