Clearco Help Centre > Managing Your Account > Manage your connected bank account

Manage your connected bank account

How to add, rename, and change your primary bank account

 

We understand that as your business grows, so will your banking needs. As you grow your banking portfolio, the time may come to connect new accounts to Clearco. This article will go over how to add a new bank account to Clearco and what to do if you need to change the account used for your daily debits.

 

Add a new bank account

  1. Log in to your Clearco dashboard.
  2. Click Business Profile in the left navigation.
  3. Click Bank Accounts.
  4. Click Add bank account.
  5. Follow the prompts to connect your bank account to Plaid.

Note - If the bank account connection to Plaid is unsuccessful, you will be prompted to upload a voided cheque and 6 months of bank statements to help Clearco manually connect to your bank account.

For more information on connecting your account through Plaid, please visit our Help Center here.

 

Change your primary bank account

  1. Log in to your Clearco dashboard.
  2. Click Business Profile in the left navigation.
  3. Click Bank accounts.
  4. Click the 3 dots next to the applicable bank account.
  5. Click Make it primary.

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Note: The bank account that will be debited with your daily invoices is always your Primary Account. 

 

How to sign an ACH

 

Once you have successfully connected a bank account, the next step is to finalize the connection by signing an ACH agreement. This is an agreement for Clearco to debit the connected bank account through ACH payments. The authorized signatory will be the user who can sign this agreement.   

 

You will see a pop-up that will prompt you to sign the ACH, as shown below:

 

Click the Sign ACH button to be directed to the agreement for signing.

 

An email with the agreement will also be sent to the authorized signatory, as an alternative to clicking the Sign ACH button.

 

Rename a bank account

  • Click the 3 dots to the right of the bank account that you would like to rename.
  • Click Rename account.
  • Enter new name in the field.

 

Remove a bank account

  • Click the 3 dots to the right of the bank account that you would like to remove.
  • Click Remove account.
  • Our Customer Support team will be notified of the removal request and will soon be in touch with you via e-mail.

Note: You may only remove your bank account if it is not the primary bank account.

 

If you need assistance with your bank account, please contact us at support@clear.co.