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Edit Bank Details

Summary

This guide explains how to edit your bank details in your user profile, allowing you to update information such as bank name, account number, and other relevant details.

In this article

  • Before you begin
  • Step 1: Access your user profile
  • Step 2: Edit your bank details
  • Step 3: Confirm and save your updated information
  •  Frequently Asked Questions (FAQ)

Before you begin

  • Ensure you have the necessary permissions to edit your bank details.
  • Have your updated bank information ready, including the bank name, account number, and relevant codes.

Step 1. Access your user profile

  1. Go to your user profile by selecting your name or profile icon in the dashboard.
  2. Click on the "Money" tab within your profile to manage your financial details.

Step 2. Edit your bank details

  1. In the Bank Details section, click on the 3 dots (options menu) next to the bank account you want to edit.
  2. Select "Edit" from the dropdown menu.
  3. Make the necessary changes to your bank details, including:
    • Country
    • Currency
    • Bank Name
    • Account Holder Name
    • Account Number
    • Account Code Type
    • Sort Code/BIC/Swift Code/IFSC
  4. Update the information as required.

Step 3. Confirm and save your updated information

  1. After editing the bank details, click "Confirm" to save the changes.
  2. Your updated bank information will now be securely saved to your profile.

Frequently Asked Questions (FAQ)

1. Can I edit multiple bank accounts?

If your platform allows adding multiple bank accounts, you can edit any of them by following these steps. Otherwise, only the current account can be edited.
 

2. What should I do if I entered incorrect bank information?

You can update your bank details by following the same steps. Ensure all details are correct before saving.

3. Is it safe to update my bank details?

Yes, your updated bank details will be stored securely with encryption to ensure the safety of your information.
 
 

4. Can I delete my bank details after editing them?

Yes, you can delete your bank details at any time by selecting the "Delete" option in the Bank Details section.