During the bank account connection process, you will need to select an account to be your primary payments account. This account will be visible when you initiate a payment (sending or receiving). If you need to change your primary account, you can easily switch the role to another bank account:
- On the sidebar, click Business Settings.
- Go to the Banking Details tab.
- On the connected account list, find the account that you would like to set as your new Primary account.
- Click on Mark as Primary beside that account.
Tip: Not sure why you need a primary bank account? Find out here. |